The intelligence your procurement team will actually use.
Source-verified lead times, supplier landscapes, and demand signals across transformers, switchgear, conductors, and grid infrastructure.
Storm Restoration Equipment: The Readiness Shift
Storm restoration equipment is moving from post-storm scramble to pre-staged readiness. What co-ops and munis stock before the next major storm hits.
Published Research
Gas Turbine Scarcity Is Tightening the Distribution Queue
Gas turbine scarcity just canceled a $2B PJM plant. With OEMs sold out to 2029, turbine backlogs are now a leading indicator for distribution equipment lead times.
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.
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.
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.
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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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