Maine became the first state to enact a data center moratorium. Twelve more are filing bills. Here is where the equipment demand actually goes.
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.
The White House FY27 budget proposes canceling $15.247B in IIJA DOE funds. Here is what is already gone, what survives, and what it means for equipment procurement budgets through 2026.
Hawaiian Electric's 2026 rate filing says a transformer that cost $3,730 in 2020 now runs $7,879. The number every procurement team needs to check against their budget.
Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?
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.
Half a billion in venture capital says the conventional transformer's days are numbered. Here's what utility 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.
Three grid equipment manufacturers are building facilities in North Carolina, totaling $185M+ in investment. What this means for procurement lead times.
The OBBBA rolls back $500B in clean energy credits and imposes FEOC sourcing rules. Here is the two-phase impact on utility equipment procurement.
FERC's RM26-4 rulemaking on large load interconnection reshapes how data centers and utilities procure transformers and switchgear. Key principles and timing.