Tagged

PJM

10 articles

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