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.
PJM Interconnection
+6
Aug 25, 2026
The nuclear PPA playbook — and why the next deal looks nothing like the first.
Microsoft
+12
Jul 7, 2026
4 min read
The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.
