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.
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.
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.
The pending NextEra Dominion merger would build a regulated utility giant. Three procurement shifts for AML, capacity, and large-load tariffs.
Evergy's Q1 2026 IRP raised gas to 4.7 GW, cancelled 2.4 GW of wind, and slashed solar 90%+. Here is the Kansas-Missouri equipment math that goes with it.
GE Vernova's Q1 2026 numbers and the February Prolec consolidation reshape transformer procurement. Backlog jumped 86% YoY, data center orders alone exceeded all of 2025, and one of the two qualified North American suppliers most municipals carry just became one.
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.
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.