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%.
Power access impacts, FERC June action, NEC 2026, 30C/179D sunsets, & truck corridors.
Solar Landscape $600M community solar: tax equity, capital stack, and investor underwriting metrics.
A 944 MW behind-the-meter gas plant on a Pennsylvania coal mine becomes a cellular power blueprint.