The intelligence your procurement team will actually use.
Source-verified lead times, supplier landscapes, and demand signals across transformers, switchgear, conductors, and grid infrastructure.
ERCOT Data Center Interconnection Pause: The Deposit Trap
The ERCOT data center interconnection pause froze Batch Zero with hundreds of millions in deposits posted. What the August 20 PUCT meeting decides.
Published Research
The Distributed Data Center Lands on a Service Transformer
Sunrun's distributed data center pilot puts compute nodes behind residential meters. The company says commercialization is 2027 or 2028. The planning question is nearer.
Large Load Resource Adequacy: What Six RTOs Told FERC
All six grid operators filed large load resource adequacy reports on July 20. ISO-NE wants data centers to bring their own generation. Here is what each one answered.
Section 202(c) Must-Run Orders Defer Seven Retirements
Seven plants sit under rolling Section 202(c) must-run orders deferring retirement. The renewal dates are public, and the first one falls August 16.
Equipment Production Slot Reservation Replaces the Order
GE Vernova signed 18 GW of slot reservations against 2 GW of orders last quarter. What the equipment production slot reservation means for utility buyers.
Equipment categories we track
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The Feeder
The signals that move procurement timelines: lead times, supplier capacity, regulatory shifts, and bid activity. Sourced from public data, delivered weekly.
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The current month's edition for one equipment category: lead times, supplier capacity, and demand signals.
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