Tagged

utility capex

3 articles

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

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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

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April 21, 2026 8 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

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