Transformer Supply Crisis Now a National Defense Priority: DPA Section 303 Authorizes Federal Financing

The Trump DPA Grid Infrastructure Determination explicitly lists large power transformers, conductors, substations, and high-voltage circuit breakers as essential national defense materials. DOE can now finance domestic production through loans, guarantees, and purchase commitments. However, the DPA authority addresses the supply investment problem, not the lead time physics problem. (more)

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Federal Land Data Center Sites Are Now the Most Strategically Valuable Infrastructure in U.S.

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FERC June Ruling + PJM June BRA: A Two-Event Convergence That Will Set Federal Data Center Power Economics for 2029/2030