Regulatory Update

12 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

May 7, 2026 8 min read

11 States Now Mandate Advanced Transmission Technology

Pennsylvania's HB 2233 brings the count to 11 states with advanced transmission technology mandates. The pattern is now policy, not pilot. Procurement implications across conductors, DLR, power flow controllers, and topology software.

advanced transmission technologyATT mandategrid-enhancing technologies

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May 5, 2026 6 min read

American Energy Dominance Act: What 45Y/48E Restoration Means for Equipment Demand

Four PJM-state House Republicans want to strip OBBBA's accelerated 45Y/48E tax credit deadlines. The procurement read on collector-substation equipment, storage interconnections, and the July 4 cliff.

45Y tax credit48E tax creditAmerican Energy Dominance Act

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April 22, 2026 6 min read

Trump's Wartime Powers on the Transformer Shortage

Trump's DPA order targets transformer shortage, grid equipment supply. NEMA says impact depends on ~$323M FY26 funding. What distributors watch.

transformer procurementfederal policyDPA

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April 20, 2026 7 min read

PJM Goes Live on FERC Order 881: 15-40% Capacity Gain, Five RTOs to Follow

PJM became the first RTO to implement FERC Order 881 ambient-adjusted ratings on March 4, 2026. The compliance wave through 2028 creates a procurement pipeline for DLR sensors, EMS upgrades, and grid-enhancing technologies.

FERC Order 881dynamic line ratingsambient-adjusted ratings

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April 19, 2026 6 min read

DOE FY27 Budget: $15B IIJA Cut Threatens the Grid Funding Procurement Teams Are Counting On

The White House FY27 budget proposes canceling $15.247B in IIJA DOE funds. Here is what is already gone, what survives, and what it means for equipment procurement budgets through 2026.

DOE budgetIIJA fundingGRIP program

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April 11, 2026 4 min read

NFPA 800 Battery Safety Code: Procurement Impact

The NFPA 800 battery safety code goes to vote this week. Here is what BESS procurement teams should audit, update, and prepare for.

NFPA 800battery safetyBESS procurement

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April 9, 2026 5 min read

FERC Order 1000 Under Fire: Utilities Push to Dismantle Competitive Transmission Bidding

Nine utilities filed a FERC complaint to suspend competitive bidding for transmission in MISO and SPP. The outcome could reshape how billions in grid infrastructure gets built.

FERCOrder 1000competitive bidding

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April 7, 2026 6 min read

One Big Beautiful Bill: Utility Equipment Demand Shifts

The OBBBA rolls back $500B in clean energy credits and imposes FEOC sourcing rules. Here is the two-phase impact on utility equipment procurement.

OBBBAFEOCutility equipment

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April 6, 2026 5 min read

FERC Large Load Interconnection Rules: What Changes for Equipment Procurement

FERC's RM26-4 rulemaking on large load interconnection reshapes how data centers and utilities procure transformers and switchgear. Key principles and timing.

FERCdata centersinterconnection

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April 1, 2026 5 min read

The REWIRE Act Would Fast-Track Transmission Upgrades. Here's What That Means for Equipment Demand.

Bipartisan legislation creates a NEPA categorical exclusion for reconductoring within existing rights-of-way, potentially unlocking $85 billion in grid cost savings by 2035. The procurement implications are significant.

REWIRE Actgrid modernizationreconductoring

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March 29, 2026 10 min read

BABA Compliance for Transformer Procurement: Which Manufacturers Are Certified?

No centralized list of BABA-compliant transformer manufacturers exists. Here is what procurement teams need to know about domestic content rules, manufacturer certification, and the waiver process.

BABA complianceBuy Americatransformer procurement

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March 27, 2026 4 min read

The $1.9 Billion SPARK Deadline Is April 2: What Utility Procurement Teams Need to Know

DOE just released $1.9 billion in SPARK grid funding. Concept papers are due April 2, 2026. Here is what municipal utilities and co-ops need to know about equipment procurement.

SPARK programDOE fundinggrid modernization

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