Tagged

data centers

45 articles

July 28, 2026 13 min read

PJM Large Load Curtailment Rule: The Gear It Requires

The PJM large load curtailment rule makes curtail on command a condition of connecting. The registry, the telemetry, and the procurement read.

pjmlarge loadcurtailment

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July 26, 2026 8 min read

H.R. 9340: Ratepayer Protection Act Narrows to Data Centers

H.R. 9340 cleared committee 52-0 and names distribution upgrades, not just transmission. What the Ratepayer Protection Act requires and what it misses.

Ratepayer Protection ActPURPAdata centers

Read Analysis DistroForge Research

July 25, 2026 5 min read

Data Center Nuclear Power: The 100-Day Procurement Update

Data center nuclear power procurement enters a new phase: 13 GW of PPAs, an 800V DC interconnection shift, and SRP's September board vote on Marigold.

data centersnuclear power800V DC

Read Analysis DistroForge Research

July 15, 2026 5 min read

PJM Capacity Auction Results: A Cap-Clear, No New Steel

PJM's 2028/2029 capacity auction results clear at the $325/MW-day cap with almost no new supply. The procurement read for equipment buyers.

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July 13, 2026 5 min read

PJM 2028/2029 Capacity Auction: The Procurement Read

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.

pjmcapacity-marketdata-centers

Read Analysis DistroForge Research

July 8, 2026 6 min read

Modular Substations: The Data Center Lead-Time Lever

Modular substation packages cut data center interconnection schedules 30 to 50 percent, yet the transformer stays a 52 to 80 week gate. How co-op and muni buyers should spec them.

substationsmodular substationdata centers

Read Analysis DistroForge Intelligence

July 7, 2026 5 min read

Are Data Centers Really Driving Up Electricity Prices?

A Columbia study says data centers are not the main reason electricity prices are rising in 2026. Aging infrastructure and cost allocation matter more.

electricity-pricesaffordabilitydata-centers

Read Analysis DistroForge Research

July 3, 2026 6 min read

Data Center Load Flexibility Is Now an Equipment Spec

Data center load flexibility trades curtailable load for faster interconnection, and utilities enforce it with owned breakers and relays. The procurement read.

data centersload flexibilitylarge load

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June 24, 2026 6 min read

Hyperscalers Own Generation: The Data Center Buyer Shift

Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.

hyperscalersdata centersgeneration

Read Analysis DistroForge Research

June 23, 2026 5 min read

FERC Large Load Interconnection Order: 6 RTOs on the Clock

The FERC large load interconnection order gives six RTOs 60 days to rewrite data center tariffs. What the show-cause ruling means for equipment buyers.

FERCdata centerslarge load

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June 18, 2026 5 min read

AI Ratepayer Protection Meets State Utility Law

The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.

ratepayer protectionretail choicedata centers

Read Analysis DistroForge Research

June 13, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

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