August 15, 2026 8 min read Data Center Load Pipeline vs Contracted: How to Discount It Utility data center load pipeline vs contracted figures converted anywhere from 1.2:1 to 9:1 this quarter. Here is how to discount a large-load GW number. data centerslarge loadinterconnection Read Analysis DistroForge Research
July 15, 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
June 18, 2026 4 min read Con Edison Grid Upgrade Hits $3.9B: A Procurement Read Con Edison deployed 230 new transformers in a record $3.9B grid upgrade for summer 2026. A procurement read for Northeast utilities and distributors. con-edisontransformer procurementunderground cable Read Analysis DistroForge Research
June 5, 2026 5 min read The 2026 Shift: Why Utility Spend Is Moving Down to the Distribution Grid Regulatory pressure, storm hardening, and load growth are all pushing utility capital toward the distribution grid in 2026. What it means for the equipment buy stack. distribution grid procurementstorm hardeningfront-of-meter storage Read Analysis DistroForge Research
May 7, 2026 7 min read Hyperscaler Utility Capex 2026: Three Q1 Strategies Q1 2026 hyperscaler utility capex disclosures from AEP, Entergy, Duke, and Xcel reveal three competing buyer strategies plus a NERC Level 3 mandate. Procurement implications for distribution buyers. hyperscalerdata centersutility capex Read Analysis DistroForge Research
April 22, 2026 9 min read The $1.4 Trillion Utility Capex Wave: What It Means for Transformer Procurement 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 Read Analysis DistroForge Research