Corrections and clarifications
A closer reading of the sources
Published
Our September 22, September 29 and October 6 issues overstated some legal scope and procurement timing. The corrected readings below distinguish what the records establish from the supplier checks a buyer still needs to make.
This page corrects the identified claims. It is a targeted review, not a new verification of every story in those issues. The review used our stored issue records and reconstructed layouts; exact original delivered email copies were unavailable. Previously delivered emails cannot be changed.
Issue 23 · September 22, 2026
Story 1
PURPA coverage depends on sales and jurisdiction
Municipal and cooperative ownership does not automatically make a utility nonregulated under PURPA. Coverage also depends on the retail-sales test in 16 U.S.C. 2612: sales must have exceeded 500 million kWh in a calendar year after 1975 and before the immediately preceding calendar year. Wholesale operations are excluded. If enacted, H.R. 9340 would require covered regulators and nonregulated utilities to consider the proposed standard and make a determination, subject to its prior-action exemption. It would not require every utility to adopt it.
Story 4
California permitting exceptions remain
SB 1370 provides consolidated review of covered wildfire mitigation work, with a CAL FIRE-led team and joint administration by the Natural Resources Agency and CalEPA. It does not replace every state permit. Exceptions preserve state permits issued under delegated federal law, including the Clean Water Act, and Water Code Division 2 requirements. Applicable local ordinances and federal law remain in force.
Subsequent status update: the official bill record shows Governor approval and filing with the Secretary of State on September 29, 2026 (Chapter 777). That later action does not make the September 22 issue's pending status wrong.
Story 5
A notice of appeal is not a stay
Microsoft filed a notice of appeal from the Virginia SCC's July 31 final order. The notice does not establish that the order was stayed or suspended. Procurement decisions should account for any separate stay or later court order and Dominion's amended policy, rather than treating the notice alone as making the final order provisional.
Review limit: No complete docket-wide search for a later stay was performed; this correction does not assert that none exists.
Issue 24 · September 29, 2026
Story 1
The RFI does not suspend other obligations
DOE's September 9 RFI seeks input and does not itself set final equipment scope or exclude a product. That does not justify waiting for implementing rules before considering every bid-list change: the executive order also contemplates DOE determinations, orders, directives and licenses. Check the actions applicable to the equipment and transaction.
The October 9, 2026 RFI deadline has passed. The original deadline is retained as publication-time context; this correction is not a new invitation to submit comments.
Review limit: No complete search for all later DOE actions was performed.
Story 2
The transformer compliance date is a manufacture date
The updated efficiency standards in 10 CFR 431.196 apply to covered transformers manufactured on or after April 23, 2029. Delivery after that date is not the compliance trigger. Ask bidders about the manufacturing date, applicable product class, phase and rating. Forgent's 10-K discusses amorphous steel for part of its own product range; it does not identify every affected rating or establish an industry-wide steel mandate.
Story 3
Niagara's schedule does not rule out 2027 capacity
Niagara's official application estimates initial occupancy on August 1, 2027 and project completion on June 1, 2028. Its phased expansion does not establish either that capacity is unavailable during 2027 or that a particular 2027 order can be filled. Ask for rating-specific production slots and committed delivery dates. The project concerns substation power transformers.
Story 4
Funding selections do not set every procurement date
DOE's SPARK list identifies selected applications whose details remain subject to final financial assistance agreements. It does not establish that every recipient must wait for an agreement before soliciting equipment or making commitments. Verify agreement status, funding conditions and each recipient's procurement schedule.
Issue 25 · October 6, 2026
Story 1
PG&E links sourcing to regulatory certainty
PG&E's filing says regulatory certainty would support long-term sourcing for cable, conduit, vaults and enclosures. It does not establish that all such agreements must wait until both Energy Safety and CPUC reviews finish. Watch the regulatory proceedings and actual supplier commitments; ask shared suppliers about existing and conditional capacity reservations.
Report access and cadence
The Feeder is a free weekly email. The Monthly Market Tracker is a separate paid report, published by edition. The email's monthly masthead and “monthly brief” footer described the wrong cadence.
The footer's “full report archive” description of Insider was too broad. Insider provides member research and tools. Current paid report editions are separate one-time purchases and are not included with Insider. A report purchase provides the selected PDF, with download available after payment is confirmed.
See the Insider Library's included access or inspect the September 2026 transformer tracker sample. The transformer tracker offer identifies the edition and price before checkout. This clarification changes no price or access entitlement.