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 19, 2026 6 min read

Hawaiian Electric: A $7,879 Transformer Is the New Baseline

Hawaiian Electric's 2026 rate filing says a transformer that cost $3,730 in 2020 now runs $7,879. The number every procurement team needs to check against their budget.

transformer cost increaseHawaiian Electricutility rate case

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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

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April 13, 2026 7 min read

Pad-Mount Transformer Procurement: Why 2026 Budgets Are Already Broken

Pad-mount transformer lead times are running 40-60 weeks and prices are 12-18% above 2023 levels. Here is what procurement teams need to know right now.

pad-mount transformertransformer procurementlead times

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April 7, 2026 6 min read

NC Grid Equipment Manufacturing Hub: $185M+ Invested

Three grid equipment manufacturers are building facilities in North Carolina, totaling $185M+ in investment. What this means for procurement lead times.

grid equipment manufacturingNorth Carolinareshoring

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April 6, 2026 4 min read

FERC Large Load Interconnection Rules: What Changes for Equipment Procurement

FERC's RM26-4 rulemaking on large load interconnection reshapes how data centers and utilities procure transformers and switchgear. Key principles and timing.

FERCdata centersinterconnection

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March 29, 2026 10 min read

BABA Compliance for Transformer Procurement: Which Manufacturers Are Certified?

No centralized list of BABA-compliant transformer manufacturers exists. Here is what procurement teams need to know about domestic content rules, manufacturer certification, and the waiver process.

BABA complianceBuy Americatransformer procurement

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March 23, 2026 10 min read

The State of Transformer Procurement in 2026: Lead Times, Pricing, and What Smart Distributors Are Doing Differently

Transformer lead times still exceed 2 years for large units and prices are up 77% since 2019. Here is what top electrical distributors are doing to stay ahead.

transformer procurementlead timespricing trends

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