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.
Separate electricity forecasts, import-cost assumptions and restoration needs before committing to equipment purchases.
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.
MISO data center power demand is driving $27B in new generation, 1,332 MW of battery storage, and urgent storm replacement.
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. Distribution transformers carry a 25% base rate, and switchgear assemblies are not on the June 2026 lists. Here are ten questions your procurement team should bring to every supplier meeting.
The reduced Section 232 rate reaches two transformer classifications. Distribution transformers are at 25% on full customs value, and switchgear assemblies are on no June 2026 annex list. The annex-by-annex read.
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.