DistroForge @DistroForge
Procurement intelligence for electrical distributors. Market data, supply chain analysis, and sourcing strategy for the equipment you can't afford to get wrong. distroforge.com Joined April 2026-
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Next time you read a quote, ask where the core steel comes from. The real lead time lives upstream of the winding shop.
This is why 'just build more transformers' is harder than it sounds. You cannot stack a core without the steel, and that steel does not scale overnight.
Every utility transformer in America depends on one specialty steel. One US company still makes it. That single fact explains more about lead times than any tariff headline.
Read together, they lock equipment classes, vendors, and lead times across the West through 2037. We mapped the full procurement frame: distroforge.com/blog/western-d…
Then came DPA Section 303 over transformers, switchgear, substations, and HV breakers. When Washington invokes Defense Production Act tools, the supply signal is no longer subtle.
Four separate news stories dropped in ten days last April. PG&E undergrounding. Idaho Power weather sensors. A Dallas GIS substation. The federal government reaching for wartime production powers on transformers. They are one story.
If the model shifts, the math behind every CapEx plan inside PJM gets re-run. Engineering decisions made on 2025 capacity-payment assumptions are about to age fast.
For utility procurement teams inside PJM, this is not theoretical. Capacity revenue is what utilities count on to recover the cost of new gas peakers, distribution buildout, and reliability hardware.
PJM CEO David Mills called the current capacity market 'not tenable.' He gave the region 'years, not decades' to fix it.
What this won't do: shorten today's lead times. Section 303 financing builds new factories. Those factories take 24-36 months to commission. The 2026-2028 procurement window is still a fight for existing capacity.
DPA 303 opens federal financing and purchase commitments for domestic manufacturers. Translation: the government is willing to put money on the table to build US capacity for the gear utilities cannot buy fast enough.
The White House just classified transformers, switchgear, and substations as essential under Defense Production Act Section 303. That's the same legal authority used for missile components and microelectronics.
The numbers tell the story but the context matters more. Equipment availability and procurement timelines are the variables most planning models underweight right now.
Virginia's top advisor for Commission on Electric Utility Regulation is a climate justice fool. @ssurovell has $2.4M in his campaign chest and his top funders are power companies. We're forked if we don't expose and get rid of these globalist owned idiots.🤬🤬🤬 “climate change
Most people are looking at this as a supply problem. It's actually a planning problem. The supply exists if you're far enough ahead.
Illinois, NJ, Maryland, and Virginia alone are requiring roughly 10 GW of battery deployment requirements, and PA is likely to add more also. Most of those projects are expected to be built on the distribution grid and largely outside PJM's interconnection queue. Yet, the BESS
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