Regulatory Update

46 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

August 8, 2026 4 min read

Section 202(c) Plant Orders: Dates, Dispatch and Procurement Evidence

Updated DOE plant-order dates and the Campbell court decision show why an emergency order alone does not establish an equipment purchase.

Section 202(c)DOE emergency ordermust-run

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July 30, 2026 9 min read

DOE Reopens the 2024 Transformer Efficiency Rule

DOE reopened the distribution transformer efficiency standards on national security grounds. The comment record says repeal is not the risk. The date is.

transformer procurementtransformersregulatory

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July 29, 2026 14 min read

PJM Large Load Curtailment Rule: What FERC Kept

FERC rejected the PJM large load curtailment rule on Oct. 9, 2026 and kept the Large Load definition and registry. What that means for buyers.

pjmlarge loadcurtailment

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July 27, 2026 9 min read

Ratepayer Protection Act Passes House: Data Centers

The House passed the Ratepayer Protection Act, H.R. 9340, 417-3 (House Clerk). What the proposed data center cost standard would ask covered utilities to consider.

Ratepayer Protection ActPURPAdata centers

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July 5, 2026 6 min read

Federal Transformer Procurement: Policy vs. Reality

Federal transformer procurement in 2026 runs on domestic-sourcing rhetoric while the biggest federal rebuild imports its fleet. What the gap means for buyers.

federal transformer procurementDOE efficiency ruletransformer supply chain

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July 2, 2026 8 min read

FCC Grid-Connected Inverter Ban: What It Covers

The FCC inverter ban covers grid-connected inverters with remote communications, narrowed on August 20, 2026. What it restricts and what buyers do now.

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June 24, 2026 5 min read

FERC Large Load Interconnection Order: 6 RTOs on the Clock

The FERC large load interconnection order gives six RTOs 60 days to rewrite data center tariffs. What the show-cause ruling means for equipment buyers.

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June 19, 2026 5 min read

AI Ratepayer Protection Meets State Utility Law

The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.

ratepayer protectionretail choicedata centers

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June 15, 2026 5 min read

IRA Safe Harbor Restored: A Four-Week Procurement Window

A federal court restored the IRA safe harbor June 6, reopening solar and wind credit eligibility. Here is the equipment procurement window before July 4.

IRA safe harbor5% safe harborbeginning of construction

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June 14, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

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May 8, 2026 4 min read

Advanced Transmission Technology: Evaluation Before Procurement

What Pennsylvania HB 2223 proposes, how FERC Order 881 differs from a DLR mandate, and what buyers need before an equipment commitment.

advanced transmission technologyATT mandategrid-enhancing technologies

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May 6, 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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