Tagged

transmission

8 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

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July 9, 2026 5 min read

DOE Transmission Loans: The $3.26B AEP Texas Close

The DOE transmission loan to AEP Texas covers up to 80% of project costs at sub-market rates. What federal financing means for equipment buyers through 2028.

DOE loantransmissionAEP Texas

Read Analysis DistroForge Intelligence

June 27, 2026 6 min read

SPP Western Interconnection Expansion: The Procurement Read

SPP's Western Interconnection expansion put nine co-ops, munis, and WAPA on one grid. Here is what the RTO buildout means for equipment procurement.

SPPRTO expansionWestern Interconnection

Read Analysis DistroForge Research

June 13, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

Read Analysis DistroForge Research

June 12, 2026 5 min read

Three Signals Compressing Equipment Procurement Before July 4

Three June 2026 regulatory decisions are compressing equipment procurement timelines simultaneously. Here is what to watch before the July 4 IRA credit deadline.

procurement timelinesFERCPJM

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

April 9, 2026 5 min read

FERC Order 1000 Under Fire: Utilities Push to Dismantle Competitive Transmission Bidding

Nine utilities filed a FERC complaint to suspend competitive bidding for transmission in MISO and SPP. The outcome could reshape how billions in grid infrastructure gets built.

FERCOrder 1000competitive bidding

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April 1, 2026 5 min read

The REWIRE Act Would Fast-Track Transmission Upgrades. Here's What That Means for Equipment Demand.

Bipartisan legislation creates a NEPA categorical exclusion for reconductoring within existing rights-of-way, potentially unlocking $85 billion in grid cost savings by 2035. The procurement implications are significant.

REWIRE Actgrid modernizationreconductoring

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