Tagged

data centers

50 articles

August 15, 2026 8 min read

Data Center Load Pipeline vs Contracted: How to Discount It

Utility data center load pipeline vs contracted figures were counted differently by each utility in Q2 2026. How to discount a large-load GW number.

data centerslarge loadinterconnection

Read Analysis DistroForge Research

August 12, 2026 5 min read

ERCOT Batch Zero: Verify the Project, Deposit Terms and Next Gate

ERCOT verification, Texas permitting and the adopted large-load rule have separate milestones. Check the project category before forecasting orders or refunds.

ERCOTTexasdata centers

Read Analysis DistroForge Research

August 10, 2026 7 min read

The Distributed Data Center Lands on a Service Transformer

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.

data centersdistributed energyvirtual power plants

Read Analysis DistroForge Research

August 9, 2026 2 min read

Large Load Resource Adequacy: What Six RTOs Told FERC

Six regional proceedings examine large-load service and resource adequacy. Separate proposals from effective tariffs and project requirements.

FERCdata centerslarge load

Read Analysis DistroForge Research

August 4, 2026 6 min read

Cooperative Utility Data Center Load Meets a 936 MW Fleet

A cooperative utility data center load of 1.8 GW is landing on a G&T that owns 936 MW. What Kentucky's public dockets show muni and co-op buyers.

data centerscooperativesmunicipal utilities

Read Analysis DistroForge Research

Insider

July 29, 2026 14 min read

PJM Large Load Curtailment Rule: What FERC Kept

FERC rejected the PJM large load curtailment rule on Oct. 9, 2026 and kept the Large Load definition and registry. What that means for buyers.

pjmlarge loadcurtailment

Read Analysis DistroForge Research

July 27, 2026 9 min read

Ratepayer Protection Act Passes House: Data Centers

The House passed the Ratepayer Protection Act, H.R. 9340, 417-3 (House Clerk). What the proposed data center cost standard would ask covered utilities to consider.

Ratepayer Protection ActPURPAdata centers

Read Analysis DistroForge Research

July 26, 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 16, 2026 3 min read

PJM Capacity Auction Results: New Generation and Uprates

PJM's 2028/2029 auction cleared about 525 MW UCAP of new generation and uprates, but remained 6,831 MW below its reliability requirement.

pjmcapacity-marketreliability-backstop

Read Analysis DistroForge Research

July 14, 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 9, 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 8, 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