Tagged

procurement

8 articles

July 15, 2026 5 min read

PJM Capacity Auction Results: A Cap-Clear, No New Steel

PJM's 2028/2029 capacity auction results clear at the $325/MW-day cap with almost no new supply. The procurement read for equipment buyers.

pjmcapacity-marketreliability-backstop

Read Analysis DistroForge Research

July 13, 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

July 5, 2026 6 min read

DERMS Grid Modernization Procurement Goes Mainstream

DERMS grid modernization procurement is moving from pilots to real orders at ComEd and BGE, shifting spend from heavy iron to smart grid electronics.

DERMSgrid modernizationvirtual power plants

Read Analysis DistroForge Research

June 24, 2026 6 min read

Hyperscalers Own Generation: The Data Center Buyer Shift

Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.

hyperscalersdata centersgeneration

Read Analysis DistroForge Research

June 2, 2026 5 min read

CAISO Transmission Plan: $6.7B and the Equipment Wave

The CAISO transmission plan just approved $6.7 billion across 38 projects. Here is the high-voltage equipment buyers should plan to chase, and when.

CAISOtransmissionPath 15

Read Analysis DistroForge Research

May 8, 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 6, 2026 7 min read

Hyperscaler Utility Capex 2026: Three Q1 Strategies

Q1 2026 hyperscaler utility capex disclosures from AEP, Entergy, Duke, and Xcel reveal three competing buyer strategies plus a NERC Level 3 mandate. Procurement implications for distribution buyers.

hyperscalerdata centersutility capex

Read Analysis DistroForge Research

April 13, 2026 8 min read

The VPP Procurement Wave Is Here

Virtual power plant procurement is accelerating as state mandates and falling battery prices push utilities from pilot programs to real equipment orders.

virtual power plantsbattery storagedistributed energy

Read Analysis DistroForge Research