May 19, 2026 8 min read NextEra Dominion Merger: A $66.8B Procurement Reset NextEra's $66.8B Dominion acquisition creates the world's largest regulated utility. Three procurement shifts for AML, capacity, and tariff design. NextEra Dominion mergerutility consolidationregulated utility Read Analysis DistroForge Research
May 1, 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
April 12, 2026 8 min read 50 GW of Data Centers Are Rewriting Grid Procurement Data center grid infrastructure demand is forcing utilities into a procurement race against 128-week lead times, aging fleets, and a 30% transformer shortfall. data centersgrid infrastructureequipment procurement Read Analysis DistroForge Intelligence
April 9, 2026 5 min read FERC Order 1000 Under Fire: Utilities Push to Dismantle Competitive Transmission Bidding Nine utilities filed a FERC complaint to suspend competitive bidding for transmission in MISO and SPP. The outcome could reshape how billions in grid infrastructure gets built. FERCOrder 1000competitive bidding Read Analysis DistroForge Research
April 6, 2026 5 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