Tagged

PJM

18 articles

May 19, 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

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May 9, 2026 10 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 2, 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

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May 1, 2026 7 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

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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

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April 21, 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

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