Tagged

data centers

50 articles

May 3, 2026 4 min read

GE Vernova Completes Prolec GE: What Buyers Should Change

GE Vernova completed its Prolec GE acquisition on Feb. 2, 2026. What the Q1 2026 filing shows, and why bid lists should now count corporate parents.

GE VernovaProlec GEtransformers

Read Analysis DistroForge Research

May 3, 2026 7 min read

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

MISO's 2026-27 Planning Resource Auction cleared at $116-126/MW-day annualized, roughly half last year's $212-217 range. Solar accreditation jumped 59% and 5.6 GW of new accredited capacity entered the market. The signal for distribution equipment buyers in the 15-state footprint is the opposite of PJM.

MISOcapacity auctionsolar

Read Analysis DistroForge Research

May 2, 2026 7 min read

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

Three PJM market-design moves in six days redraw the procurement map for distribution equipment buyers in the 13-state footprint. What the convergence means for 2026-2028 buying.

PJMFERCcapacity market

Read Analysis DistroForge Research

May 1, 2026 7 min read

PJM Reopens Its Queue: 220 GW Across 800 Projects

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.

PJMinterconnection queuegas generation

Read Analysis DistroForge Research

April 25, 2026 4 min read

Data Center Moratoriums: Verify the Project Before Forecasting Equipment Demand

Maine’s LD 307 was vetoed. Check the operative policy, project status and purchase commitments before forecasting equipment demand.

data centersmoratoriumsgrid infrastructure

Read Analysis DistroForge Intelligence

April 22, 2026 9 min read

The $1.4 Trillion Utility Capex Wave: What It Means for Transformer Procurement

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.

transformer procurementutility capexlead times

Read Analysis DistroForge Research

April 14, 2026 6 min read

Data Center Grid Infrastructure Costs: The $10B Fight Over Who Pays

Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?

data centersgrid infrastructurePJM capacity

Read Analysis DistroForge Research

April 14, 2026 6 min read

Pad-Mount Transformer Procurement: Why 2026 Budgets Are Already Broken

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.

pad-mount transformertransformer procurementlead times

Read Analysis DistroForge Research

April 14, 2026 12 min read

Solid-State Transformers: $500 Million and 140 Years of Disruption

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.

solid state transformersgrid modernizationequipment procurement

Read Analysis DistroForge Intelligence

April 13, 2026 3 min read

50 GW of Data Centers: What the Figures Tell Equipment Buyers

Use dated capacity estimates, tariff status and project records to assess data-center equipment requirements.

data centersgrid infrastructureequipment procurement

Read Analysis DistroForge Intelligence

April 7, 2026 4 min read

FERC Large Load Interconnection Rules: What Changes for 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.

FERCdata centersinterconnection

Read Analysis DistroForge Research

April 7, 2026 5 min read

MISO Data Center Power Demand Is Reshaping the Grid

MISO data center power demand is driving $27B in new generation, 1,332 MW of battery storage, and urgent storm replacement.

data centersMISObattery storage

Read Analysis DistroForge Research