October 31, 2026 5 min read Interconnection Queue Reform 2026: What Each GW Counts Interconnection queue reform 2026 produced three kinds of numbers: a PJM study group, an ERCOT pause and an ESIG report. How to read each one. interconnection queuePJMERCOT Read Analysis DistroForge Research
September 9, 2026 9 min read Pennsylvania Data Center Executive Order 2026-05 Decoded Pennsylvania data center executive order 2026-05 closes the permit fast lane and names both PJM cost dockets. The procurement read for equipment buyers. pennsylvaniadata-centerslarge-load Read Analysis DistroForge Research
September 4, 2026 7 min read FERC MISO Tranche 2.1 Cost Recovery PJM: No Bid Required FERC approved MISO Tranche 2.1 cost recovery for PJM-side facilities in docket ER26-1538. Five named utilities build the work, with no competitive solicitation. FERCMISOPJM Read Analysis DistroForge Research
August 29, 2026 4 min read PJM Bilateral Capacity Contracting: What Buyers Lose PPL disclosures separate turbine reservations, load agreements and construction. Use those stages without treating them as equipment orders. pjmcapacity-marketlarge load 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 8, 2026 4 min read Section 202(c) Plant Orders: Dates, Dispatch and Procurement Evidence Updated DOE plant-order dates and the Campbell court decision show why an emergency order alone does not establish an equipment purchase. Section 202(c)DOE emergency ordermust-run 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 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
June 14, 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 Read Analysis DistroForge Research
June 13, 2026 5 min read Three Signals Compressing Equipment Procurement Before July 4 Three June 2026 regulatory decisions are compressing equipment procurement timelines simultaneously. Here is what to watch before the July 4 IRA credit deadline. procurement timelinesFERCPJM Read Analysis DistroForge Research
May 22, 2026 3 min read DOE’s May 2026 PJM Order: Backup Power and Procurement Limits What DOE Order 202-26-23 authorized during May 18–20, and why that emergency window did not establish equipment purchases or runtime specifications. DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability Read Analysis DistroForge Research