Mideast Energy War analysis: oil near $106–108 as the 30-year Treasury crosses 5.1% and the 10-year hits ~4.61%. What this decoupling means for cap rates, DSCR, Section 179D timing, and DER-driven NOI for commercial real estate.
Andrew Dunn (FENECON USA) explains why 50–80% of U.S. interconnection sites never get built, what really breaks projects, and how CRE owners and planners can de-risk BESS and distributed energy decisions in 2026.
Transformer bottleneck: lead times up to four years now dictate commercial real estate schedules. Data, costs, manufacturer capacity, priority effects, and mitigation tactics.
Ford Energy, a Ford Motor Company subsidiary, pivots EV battery capacity into U.S.-assembled grid storage. Five-year EDF framework up to 20 GWh; first deliveries targeted for late 2027. What it means for buildings and data centers.
This week: Section 30C EV-charger deadline, EIA shift to commercial demand, transformer prices +77%, BESS at $117/kWh, data-center BYOP, CRE energy bills +15–40%.
What the NextEra and Dominion Energy merger means for PJM capacity, Virginia data centers, interconnection timelines, and commercial real estate underwriting.