Transformer Lead Times
+9
Sep 1, 2026
•
6 min read
Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.
Grid Interconnection
+6
Aug 11, 2026
4 min read
Energy Vault's largest-ever contract isn't a battery deal. It's a bet that speed-to-power is the product now, and the grid is the competitor.
Post-Queue Problems
Jun 16, 2026
An interconnection agreement used to be the finish line. In 2026 it's barely the halfway mark — and the second half runs on a factory floor, not a queue.
Pacifico Energy
+12
May 26, 2026
Three deployments, one template, and a finance structure quietly leaving rate base behind.
