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rate cases

2 articles

July 14, 2026 8 min read

Utility Rate Case Procurement: What $9.2B Misses

Utilities asked for $9.2B in Q2 rate increases, up 26%. Both halves of that headline mislead. How to read rate cases as an equipment demand signal.

rate casesutility capexprocurement strategy

Read Analysis DistroForge Research

April 13, 2026 6 min read

Data Center Grid Infrastructure Costs: The $10B Fight Over Who Pays

Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?

data centersgrid infrastructurePJM capacity

Read Analysis DistroForge Research