Tagged

utility capex

5 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

June 17, 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 4, 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 6, 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 21, 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