Ameren's Goalby substation shows the real GIS vs air insulated substation test: not whether the lot is small, but whether site cost scales with area.
Data center islanding interconnection looks like less work for the utility. It is more. The protection scope nobody puts in the interconnection budget.
Owner furnished equipment procurement risk now lands before the design is finished. What a limited notice to proceed commits, and what it does not.
GE Vernova signed 18 GW of slot reservations against 2 GW of orders last quarter. What the equipment production slot reservation means for utility buyers.
H.R. 9340 cleared committee 52-0 and names distribution upgrades, not just transmission. What the Ratepayer Protection Act requires and what it misses.
Pad-mounted switchgear procurement is more competitive and lead-time constrained than buyers expect. What to spec and how to source it in 2026.
Data center load flexibility trades curtailable load for faster interconnection, and utilities enforce it with owned breakers and relays. The procurement read.
Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.
The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.
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.
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.
Data center substation design now decides the bill of materials. Footprint, schedule, and storage choices are reshaping what utilities buy and when they buy it.