ProcurementDraft
Tariffs, September 2026: The Actual Schedule for Machinery and Electrical Gear
IEEPA struck down Feb 20, Section 122 ran to Jul 24.
Articles
Every piece, newest first. Each one is built on a named model; the free part is complete enough to cite, the paid tail holds the table.
ElectricalDraft
Modular Is Not Cheaper: A 50 MW Prefab Electrical Room, Line by Line
Crown Texas, Powell and PCX purchase orders.
ProcurementDraft
The Recommended Spares List Is Where the Margin Hides
Spares at 0.8% to 20% of the award, one utility's breaker price 2023 to 2025.
ElectricalDraft
800 VDC Will Strand Your White-Space Frame Agreement
NVIDIA 800 VDC shipping from Vertiv H2 2026, what changes SKU in 2027 (UPS.
PowerDraft
What 50 MW Costs in 15 US Markets
Dominion $1.5M per MW and 14 years, AEP Ohio 72.5% minimum at 50 MW.
ProcurementDraft
Liquidated Damages at 0.5% a Week: Why Caps Sit at the Vendor's Margin
Cap norms by equipment class, what a week of delay costs per MW.
ProcurementDraft
How to Write an RFQ for Capital Equipment in 2026
Ocala's $1.1M PPI escalator, LDs at $250 a day capped at 5%.
PowerDraft
The 2% Funnel: 474 GW Requested, 9 GW Approved, 5.8 GW Energized in ERCOT
Oncor's 298 GW of requests, Batch Zero.
CoolingDraft
The R-454B Summer: What the Refrigerant Switch Did to Chiller Prices
AIM Act steps to 60% and 30%, cylinders at $345 to $2,000.
CoolingDraft
OFCI vs Design-Build: How Hyperscalers Buy Chillers and Colo Developers Do Not
Owner-furnished 78 weeks out, the 15% markup in public contracts.
ProcurementDraft
Reading a Switchgear Quote: The Eleven Line Items That Hide the Schedule
Base price, copper escalator.
MachineryDraft
The $306k Machine: A Record Half-Year With Fewer Units
USMTO $3.44B in H1 2026, units down 2.6%.
MachineryDraft
From 36 Weeks to Stock: The ControlLogix Lead-Time Cycle
Rockwell bulletins 35 to 208 days, backlog $1.6B to $5.6B.
PowerDraft
A Factory Owner's Guide to the PJM Capacity Charge
$28.92 to $333.44 per MW-day, the $7.27B datacenter attribution.
MachineryDraft
A Robot Costs $61k. The Cell Costs $150k
IFR 621k installs, A3 $61,198 per arm.
PowerDraft
The $60 Million Deposit: How Equipment Slots Became Datacenter Currency
GE Vernova 116 GW and 63 GW of paid reservations, Siemens 95 GW and Mitsubishi 35 GW.
ProcurementDraft
Who Gets the IEEPA Refund
CIT refund order March 4, importers of record.
PowerDraft
Behind the Meter, In Front of the Queue: 90 GW Announced, 2 GW Running
xAI Colossus at 1,498 MW of turbines, the GSU transformer nobody prices.
CoolingDraft
Five Majors Bought Their Way Into Liquid Cooling. Here Is the Price List
Eaton and Boyd $9.5B at 22.5x, Ecolab and CoolIT $4.75B at 29x.
PowerDraft
Recips vs Turbines vs Fuel Cells for a 100 MW Bridge
16 to 18 months vs 24 to 30 vs 36+, $/kW from Wartsila.
ElectricalDraft
The 2 MW Plant Service Upgrade Nobody Budgets Right
Utility-owned pad-mount at 52 to 104 weeks, Ohio's 40% CIAC vs Georgia's revenue allowance.
CoolingDraft
Chillers Are the 60-Week Problem
Air-cooled 40 to 60 weeks, water-cooled 50 to 70.
MachineryDraft
What a Haas VF-2 Really Costs in 2026
$70,995 list, 63 used listings and 3 prices.
ProcurementDraft
What 2,439 Public Change Orders Show About Electrical and Mechanical Contractors
Median 1.8% of award, 9.5% of the dollars.
ProcurementDraft
Copper at $6.77: How a 50% Tariff Shows Up in a 200-Amp Panel
COMEX record, $1,000 per ton premium over LME.
ProcurementDraft
The Used and Refurbished Market Nobody Indexes
15 bids for one 2,500 kVA pad-mount, used gensets at $47 to $335 per kW.
MachineryDraft
Japan Is Eating the US Capex Boom
JMTBA North America JPY 40.7B, +44%.
ElectricalDraft
When a Megapack Beats a Static UPS
Lithium BESS vs double-conversion UPS for a 20 MW hall, $/kW.
ProcurementDraft
Rockwell's 250 Basis Points: How Tariffs Show Up in Your PLC Quote
100 bps tariff pass-through, distributor discount structure.
PowerDraft
What Hyperscaler Nuclear PPAs Tell a Factory Negotiating a 15-Year Contract
Crane at $1,916 per kW and ~$112 per MWh, Talen and Amazon $18B over 17 years.
ProcurementDraft
Datacenter Construction Is Eating Your Electricians
Electrician and pipefitter wages in 10 metros, Loudoun contractor payrolls +138%.
ElectricalDraft
Why Your Switchgear Costs 50% More Than in 2021
Switchgear PPI +78% and +15% YoY at peak, copper $6.14/lb and a 50% tariff.
PowerDraft
The 30% Fuel-Cell ITC Is the Last Federal Subsidy for On-Site Power
OBBBA leaves fuel cells, storage.
ElectricalDraft
Vertiv Stopped Reporting Its Backlog. Here Is Our Estimate
$15B and 2.9x book-to-bill in Q4 2025, deferred revenue doubling to $3.6B.
ElectricalDraft
Transformer Lead Times Hit 143 Weeks: Who Gets Delivered First
Wood Mackenzie 128 and 143 weeks, 82% of large units imported.
ElectricalDraft
One Steel Mill Gates Every US Transformer
Cleveland-Cliffs Butler Works, 920 mm coil width.
ProcurementDraft
Tariff Bill of Materials: What Sections 232 and 301 Add to a UPS, a Lineup, a Genset and a Megapack
Copper at 50% on content, steel and aluminum tiers.
ProcurementDraft
The Copper and Wire Price Sheet, Weekly
IMF copper at $6.14 via FRED as the reference, the COMEX gap stated not carried.
PowerDraft
Introducing the Large-Load Cost Table: 15 Markets Side by Side
Study fees, security per MW.
ProcurementDraft
The $2,850 Report That Says Nothing
A $37,300 benchmark for a $12k to $3.8M category, no transaction prices.
ElectricalDraft
Cummins and Caterpillar Are Sold Out Through 2028
62 to 110 week lead times, Caterpillar $72.1B backlog.
ProcurementDraft
The 171-Day Capex Lead Time: ISM's Most Ignored Table
Capex 171 days, production materials 84.
ElectricalDraft
Book-to-Bill League Table, Q2 2026: Every Electrical OEM
Eaton 1.2 to 1.3, Siemens Energy Grid 1.48 and EUR 51B.
ElectricalDraft
Introducing the Open Factory Lead-Time Monitor
Eleven equipment classes, every cell a published lead time with its OEM and date.
Electrical
ElectricalDraft
Modular Is Not Cheaper: A 50 MW Prefab Electrical Room, Line by Line
ElectricalDraft
800 VDC Will Strand Your White-Space Frame Agreement
ElectricalDraft
The 2 MW Plant Service Upgrade Nobody Budgets Right
ElectricalDraft
When a Megapack Beats a Static UPS
ElectricalDraft
Why Your Switchgear Costs 50% More Than in 2021
ElectricalDraft
Vertiv Stopped Reporting Its Backlog. Here Is Our Estimate
ElectricalDraft
Transformer Lead Times Hit 143 Weeks: Who Gets Delivered First
ElectricalDraft
One Steel Mill Gates Every US Transformer
ElectricalDraft
Cummins and Caterpillar Are Sold Out Through 2028
ElectricalDraft
Book-to-Bill League Table, Q2 2026: Every Electrical OEM
ElectricalDraft
Introducing the Open Factory Lead-Time Monitor
Power
PowerDraft
What 50 MW Costs in 15 US Markets
PowerDraft
The 2% Funnel: 474 GW Requested, 9 GW Approved, 5.8 GW Energized in ERCOT
PowerDraft
A Factory Owner's Guide to the PJM Capacity Charge
PowerDraft
The $60 Million Deposit: How Equipment Slots Became Datacenter Currency
PowerDraft
Behind the Meter, In Front of the Queue: 90 GW Announced, 2 GW Running
PowerDraft
Recips vs Turbines vs Fuel Cells for a 100 MW Bridge
PowerDraft
What Hyperscaler Nuclear PPAs Tell a Factory Negotiating a 15-Year Contract
PowerDraft
The 30% Fuel-Cell ITC Is the Last Federal Subsidy for On-Site Power
PowerDraft
Introducing the Large-Load Cost Table: 15 Markets Side by Side
Cooling
Machinery
MachineryDraft
The $306k Machine: A Record Half-Year With Fewer Units
MachineryDraft
From 36 Weeks to Stock: The ControlLogix Lead-Time Cycle
MachineryDraft
A Robot Costs $61k. The Cell Costs $150k
MachineryDraft
What a Haas VF-2 Really Costs in 2026
MachineryDraft
Japan Is Eating the US Capex Boom
Procurement
ProcurementDraft
Tariffs, September 2026: The Actual Schedule for Machinery and Electrical Gear
ProcurementDraft
The Recommended Spares List Is Where the Margin Hides
ProcurementDraft
Liquidated Damages at 0.5% a Week: Why Caps Sit at the Vendor's Margin
ProcurementDraft
How to Write an RFQ for Capital Equipment in 2026
ProcurementDraft
Reading a Switchgear Quote: The Eleven Line Items That Hide the Schedule
ProcurementDraft
Who Gets the IEEPA Refund
ProcurementDraft
What 2,439 Public Change Orders Show About Electrical and Mechanical Contractors
ProcurementDraft
Copper at $6.77: How a 50% Tariff Shows Up in a 200-Amp Panel
ProcurementDraft
The Used and Refurbished Market Nobody Indexes
ProcurementDraft
Rockwell's 250 Basis Points: How Tariffs Show Up in Your PLC Quote
ProcurementDraft
Datacenter Construction Is Eating Your Electricians
ProcurementDraft
Tariff Bill of Materials: What Sections 232 and 301 Add to a UPS, a Lineup, a Genset and a Megapack
ProcurementDraft
The Copper and Wire Price Sheet, Weekly
ProcurementDraft
The $2,850 Report That Says Nothing
ProcurementDraft