Sunrun's distributed data center pilot puts compute nodes behind residential meters. The company says commercialization is 2027 or 2028. The planning question is nearer.
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.
IONATE and GM are collaborating to deploy hybrid transformer units at a Michigan plant. A qualification framework for new transformer suppliers.
DOE reopened the distribution transformer efficiency standards on national security grounds. The comment record says repeal is not the risk. The date is.
A May 2026 national lab report names large power transformer bushings the longest-lead item, at up to 130 weeks. How to qualify alternatives in an RFQ.
ComEd delivered 345 kV wind-interconnection substations four months early. What its transmission substation procurement reveals about beating the backlog.
Gas turbine scarcity is a leading indicator for distribution equipment lead times. What OEM backlogs and slot reservations tell muni and co-op buyers.
PJM posts its 2028/2029 capacity auction result July 14 under a ~$325/MW-day collar. Here is what a third straight clear near the ceiling means for equipment buyers.
Federal transformer procurement in 2026 runs on domestic-sourcing rhetoric while the biggest federal rebuild imports its fleet. What the gap means for buyers.
Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.
Con Edison deployed 230 new transformers in a record $3.9B grid upgrade for summer 2026. A procurement read for Northeast utilities and distributors.
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.