June 13, 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 12, 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 21, 2026 7 min read DOE PJM Data Center Curtailment Order: Procurement Impact DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear. DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability Read Analysis DistroForge Research
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 18, 2026 7 min read Pennsylvania Large Load Tariff: 'But For' Cost Allocation Pennsylvania's first-in-nation large load tariff puts hyperscalers on the hook for upgrades they trigger. The procurement timeline compression starts now. Pennsylvania PUClarge load tariffdata centers Read Analysis DistroForge Research
May 8, 2026 9 min read Utility Data Center Strategies: Embrace, Resist, Distribute First week of May 2026 produced three different utility answers to the same data center load question. Eversource refused, Dominion announced 3 GW of gas, Sunrun hit 4.3 GWh of distributed storage. What each strategy means for distribution equipment procurement. data centersutility strategyload growth 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 30, 2026 6 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 21, 2026 8 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 20, 2026 7 min read PJM Goes Live on FERC Order 881: 15-40% Capacity Gain, Five RTOs to Follow PJM became the first RTO to implement FERC Order 881 ambient-adjusted ratings on March 4, 2026. The compliance wave through 2028 creates a procurement pipeline for DLR sensors, EMS upgrades, and grid-enhancing technologies. FERC Order 881dynamic line ratingsambient-adjusted ratings Read Analysis DistroForge Research