Tagged

grid-investment

2 articles

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

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