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The Feeder

Weekly procurement intelligence for utility distribution.

What you get each week

  • Regulatory shifts. FERC orders and state PUC docket activity that change the procurement landscape.
  • Supply chain signals. Manufacturer capacity changes, lead time movements, and tariff developments across transformers, switchgear, and related equipment.
  • Committed work, early. Interconnection queues, RTO planning postings, and utility capital filings that show equipment demand months before a solicitation appears.
  • Market forces. Load growth drivers, grid modernization spend, and the demand and supply forces that shape equipment availability.

Published weekly for procurement directors, utility managers, and equipment buyers.

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Sample Issue

Inside a sent issue

The Feeder

5 signals in this issue

EO 14420 starts at 69 kV and names your reclosers

  • The new grid-equipment emergency order names reclosers, relays and metering by class, then excludes local distribution
  • Hitachi Energy puts $300M into transformer capacity in China the same week the US declared an emergency over foreign grid equipment
  • Every Texas municipal utility and cooperative owes the PUCT a wildfire mitigation plan, and the Xcel filing is only the visible edge
  • A cable manufacturer bought a jointer school, which is a statement about which constraint actually binds
  • $4.3B of local and supplemental transmission entered PJM's plan while a prudency complaint sat undecided for three years

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Archive

Past issues

Issue
Sep 1, 2026
5 signals

EO 14420 starts at 69 kV and names your reclosers

  • The new grid-equipment emergency order names reclosers, relays and metering by class, then excludes local distribution
  • Hitachi Energy puts $300M into transformer capacity in China the same week the US declared an emergency over foreign grid equipment
  • Every Texas municipal utility and cooperative owes the PUCT a wildfire mitigation plan, and the Xcel filing is only the visible edge
  • A cable manufacturer bought a jointer school, which is a statement about which constraint actually binds
  • + 1 more signals
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All signals in The Feeder are sourced from public filings, government databases, and manufacturer announcements.

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