The FCC inverter ban is final. What the Covered List actually restricts, which models stay sellable, and how buyers qualify a compliant alternate.
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.
The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.
Peak Energy and GM are scaling domestic sodium-ion grid storage. What the deal means for BESS procurement, domestic content, and project siting.
Federal buyers are choosing switchgear refurbishment vs replacement as lead times stretch. Here is what their June 2026 SAM.gov buys signal for your sourcing.
The pending NextEra Dominion merger would build a regulated utility giant. Three procurement shifts for AML, capacity, and large-load tariffs.
Pennsylvania's first-in-nation large load tariff puts hyperscalers on the hook for upgrades they trigger. The procurement timeline compression starts now.
Q1 2026 hyperscaler utility capex disclosures from AEP, Entergy, Duke, and Xcel reveal three competing buyer strategies plus a NERC Level 3 mandate. Procurement implications for distribution buyers.
Trump's DPA order targets transformer shortage, grid equipment supply. NEMA says impact depends on ~$323M FY26 funding. What distributors watch.
U.S. investor-owned utilities plan $1.4T in capital spending through 2030, with $686B aimed at T&D. Here is what the new baseline means for transformer lead times, pricing, and sourcing strategy.
Pad-mount transformer lead times are running 40-60 weeks and prices are 12-18% above 2023 levels. Here is what procurement teams need to know right now.
Record demand, Section 232 tariffs, and $4B in storm damage are hitting the same constrained equipment supply chain at once.