DOE PJM Data Center Curtailment Order: Procurement Impact
DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear.
DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear.
Five gigawatt-scale combined-cycle gas projects cleared regulatory or construction milestones in May 2026, adding about 20 GW to the U.S. pipeline. What it does to turbine slots, GSU lead times, and equipment procurement.
PJM's first new interconnection cycle since 2022 brought in 800 projects totaling 220 GW. The procurement implications for substation transformers, switchgear, and protection equipment across 13 states.
What ComEd, Hubbell, and the IEEE PES T&D 2026 vendor floor are telegraphing about the spec language municipal utilities and cooperatives will see in 2027 and 2028 procurement orders.
PG&E's Q3 2026 OEIS undergrounding filing locks in 5,000 miles of underground cable plus 4,000 miles of overhead hardening through 2037. Here is what it means for everyone else.
Hitachi Energy now has 65+ North American orders for 420 kV SF6-free dead tank breakers. Here is what that means for utility switchgear procurement in 2026 and beyond.
The NFPA 800 battery safety code goes to vote this week. Here is what BESS procurement teams should audit, update, and prepare for.
FERC's RM26-4 rulemaking on large load interconnection reshapes how data centers and utilities procure transformers and switchgear. Key principles and timing.
The April 2026 Section 232 tariff restructuring changed how duties are calculated on grid equipment, but the 15% rate covers far fewer products than trade press reported. Most distribution transformers and switchgear actually face 25%. Here are ten questions your procurement team should bring to every supplier meeting.
The reduced Section 232 rate reported as covering grid equipment reaches two transformer classifications and no switchgear. Distribution transformers and switchgear are at 25% on full customs value. The annex-by-annex read and the corrected cost math.
Utilities face rising rates and stranded capacity simultaneously. Jigar Shah's argument reframes distribution upgrades as ROI recovery, not compliance cost. Here is what that means for procurement.
The largest T&D conference in history organized its entire program around data center load and grid resilience. Here is what that signals for equipment procurement in 2026-2027.