<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Open Factory articles</title><description>Open Factory publishes research, lead-time and price data, models and calculators on machinery, electrical gear, power and cooling, with a procurement focus.</description><link>https://open-factory.com/</link><language>en-us</language><item><title>Tariffs, September 2026: The Actual Schedule for Machinery and Electrical Gear</title><link>https://open-factory.com/articles/tariff-schedule-2026/</link><guid isPermaLink="true">https://open-factory.com/articles/tariff-schedule-2026/</guid><description>IEEPA struck down Feb 20, Section 122 ran to Jul 24, Section 301 forced-labor tariffs on 60 economies, Section 232 metals at 50/25/15/10 with the Annex III 15% tier to Dec 2027, the robotics probe with no rate, HTS by HTS</description><pubDate>Wed, 09 Sep 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>tariffs</category><category>Section 232</category><category>Section 301</category><category>IEEPA</category><category>Section 122</category><category>HTS</category><category>transformers</category><category>switchgear</category><category>machine tools</category><category>robots</category><category>landed cost</category><author>Prannay Hebbar</author></item><item><title>Modular Is Not Cheaper: A 50 MW Prefab Electrical Room, Line by Line</title><link>https://open-factory.com/articles/skids-vs-stick-built/</link><guid isPermaLink="true">https://open-factory.com/articles/skids-vs-stick-built/</guid><description>Crown Texas, Powell and PCX purchase orders, 22% faster and 1 to 3% dearer, freight and crane at $450k a block, FAT scope, who owns the slot, three public projects compared</description><pubDate>Fri, 04 Sep 2026 00:00:00 GMT</pubDate><category>Electrical</category><category>prefabricated</category><category>e-house</category><category>power skid</category><category>modular</category><category>Vertiv</category><category>Schneider Electric</category><category>Eaton</category><category>Powell Industries</category><category>PCX</category><category>Hubbell</category><category>Crown Texas</category><category>factory acceptance test</category><category>switchgear</category><category>UPS</category><author>Prannay Hebbar</author></item><item><title>The Recommended Spares List Is Where the Margin Hides</title><link>https://open-factory.com/articles/recommended-spares-margin/</link><guid isPermaLink="true">https://open-factory.com/articles/recommended-spares-margin/</guid><description>Spares at 0.8% to 20% of the award, one utility&apos;s breaker price 2023 to 2025, PLC spares bid 40% apart, PM at $2,376 to $7,481 per genset, Modicon end-of-service dates, the four clauses</description><pubDate>Sat, 22 Aug 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>spare parts</category><category>recommended spares</category><category>obsolescence</category><category>last-time buy</category><category>PM contracts</category><category>circuit breakers</category><category>PLC</category><category>Modicon</category><category>ControlLogix</category><category>R-Mag</category><category>genset maintenance</category><category>Riverside Public Utilities</category><category>City of Ocala</category><category>City of Mesa</category><author>Prannay Hebbar</author></item><item><title>800 VDC Will Strand Your White-Space Frame Agreement</title><link>https://open-factory.com/articles/800vdc-strands-frame-agreements/</link><guid isPermaLink="true">https://open-factory.com/articles/800vdc-strands-frame-agreements/</guid><description>NVIDIA 800 VDC shipping from Vertiv H2 2026, what changes SKU in 2027 (UPS, busway, PDU) and what does not, ABB&apos;s zero orders, how to write the change clause</description><pubDate>Fri, 21 Aug 2026 00:00:00 GMT</pubDate><category>Electrical</category><category>800 VDC</category><category>NVIDIA</category><category>Vertiv</category><category>Eaton</category><category>Schneider Electric</category><category>ABB</category><category>Delta</category><category>UPS</category><category>busway</category><category>PDU</category><category>frame agreements</category><category>Kyber</category><category>Vera Rubin</category><author>Prannay Hebbar</author></item><item><title>What 50 MW Costs in 15 US Markets</title><link>https://open-factory.com/articles/what-50mw-costs-15-markets/</link><guid isPermaLink="true">https://open-factory.com/articles/what-50mw-costs-15-markets/</guid><description>Dominion $1.5M per MW and 14 years, AEP Ohio 72.5% minimum at 50 MW, Texas $50,000 per MW only above 75 MW, Georgia 15-year contracts, JLL 2.5 to 7 years to power, the three markets still live in 2028, Large-Load Cost Table v0</description><pubDate>Fri, 21 Aug 2026 00:00:00 GMT</pubDate><category>Power</category><category>large loads</category><category>interconnection</category><category>tariffs</category><category>Dominion</category><category>AEP Ohio</category><category>ERCOT</category><category>Georgia Power</category><category>minimum bills</category><category>collateral</category><category>data centers</category><author>Prannay Hebbar</author></item><item><title>Liquidated Damages at 0.5% a Week: Why Caps Sit at the Vendor&apos;s Margin</title><link>https://open-factory.com/articles/liquidated-damages/</link><guid isPermaLink="true">https://open-factory.com/articles/liquidated-damages/</guid><description>Cap norms by equipment class, what a week of delay costs per MW, negotiating above the cap, LD vs schedule bonus, real clauses from utility bid tabs</description><pubDate>Mon, 20 Jul 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>liquidated damages</category><category>contract terms</category><category>transformers</category><category>switchgear</category><category>gensets</category><category>RFQ</category><category>PTI Transformers</category><category>Virginia Transformer</category><category>Eaton</category><category>Hitachi Energy</category><author>Prannay Hebbar</author></item><item><title>How to Write an RFQ for Capital Equipment in 2026</title><link>https://open-factory.com/articles/rfq-capital-equipment/</link><guid isPermaLink="true">https://open-factory.com/articles/rfq-capital-equipment/</guid><description>Ocala&apos;s $1.1M PPI escalator, LDs at $250 a day capped at 5%, 25/35/30/10 milestones, FAT as the payment trigger, IEEPA refund allocation, 156-week pad-mounts, the six templates</description><pubDate>Tue, 14 Jul 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>RFQ</category><category>liquidated damages</category><category>payment milestones</category><category>tariffs</category><category>transformers</category><category>switchgear</category><category>gensets</category><category>CNC</category><category>templates</category><author>Prannay Hebbar</author></item><item><title>The 2% Funnel: 474 GW Requested, 9 GW Approved, 5.8 GW Energized in ERCOT</title><link>https://open-factory.com/articles/ercot-funnel/</link><guid isPermaLink="true">https://open-factory.com/articles/ercot-funnel/</guid><description>Oncor&apos;s 298 GW of requests, Batch Zero, Abbott&apos;s August pause and the December audit, who the 3.9 GW are and what they did differently</description><pubDate>Wed, 08 Jul 2026 00:00:00 GMT</pubDate><category>Power</category><category>ERCOT</category><category>Oncor</category><category>Batch Zero</category><category>PUCT</category><category>SB6</category><category>large load interconnection</category><category>data centers</category><category>Riot Platforms</category><category>Galaxy Digital</category><category>CenterPoint</category><author>Prannay Hebbar</author></item><item><title>The R-454B Summer: What the Refrigerant Switch Did to Chiller Prices</title><link>https://open-factory.com/articles/refrigerant-transition-prices/</link><guid isPermaLink="true">https://open-factory.com/articles/refrigerant-transition-prices/</guid><description>AIM Act steps to 60% and 30%, cylinders at $345 to $2,000, Honeywell&apos;s 42% surcharge, Chemours pricing up 11%, 563 lb in a 500-ton chiller, EPA&apos;s May 2026 reconsideration, the purchase-order clauses</description><pubDate>Tue, 30 Jun 2026 00:00:00 GMT</pubDate><category>Cooling</category><category>refrigerants</category><category>R-454B</category><category>R-410A</category><category>R-513A</category><category>AIM Act</category><category>chillers</category><category>rooftop units</category><category>Chemours</category><category>Honeywell</category><category>Trane</category><category>Carrier</category><category>Lennox</category><category>Daikin</category><author>Prannay Hebbar</author></item><item><title>OFCI vs Design-Build: How Hyperscalers Buy Chillers and Colo Developers Do Not</title><link>https://open-factory.com/articles/ofci-vs-design-build-chillers/</link><guid isPermaLink="true">https://open-factory.com/articles/ofci-vs-design-build-chillers/</guid><description>Owner-furnished 78 weeks out, the 15% markup in public contracts, deposit and storage carry, sales-tax exemptions in three states, warranty clocks, Modine&apos;s $165M deposit, the clause set and the reservation playbook</description><pubDate>Fri, 26 Jun 2026 00:00:00 GMT</pubDate><category>Cooling</category><category>OFCI</category><category>chillers</category><category>CDUs</category><category>CMAR</category><category>design-build</category><category>procurement</category><category>sales tax</category><category>capacity reservations</category><category>Modine</category><category>GE Vernova</category><category>Vertiv</category><category>Munters</category><author>Prannay Hebbar</author></item><item><title>Reading a Switchgear Quote: The Eleven Line Items That Hide the Schedule</title><link>https://open-factory.com/articles/switchgear-quote-anatomy/</link><guid isPermaLink="true">https://open-factory.com/articles/switchgear-quote-anatomy/</guid><description>Base price, copper escalator, GOES surcharge, testing, freight, storage clause, cancellation terms, LD schedule, factory acceptance witness, spares, drawings</description><pubDate>Sat, 13 Jun 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>switchgear</category><category>metal-clad</category><category>15 kV</category><category>quotes</category><category>liquidated damages</category><category>cancellation</category><category>storage</category><category>drawings approval</category><category>Riverside Public Utilities</category><category>Eaton</category><author>Prannay Hebbar</author></item><item><title>The $306k Machine: A Record Half-Year With Fewer Units</title><link>https://open-factory.com/articles/machine-tool-record-fewer-units/</link><guid isPermaLink="true">https://open-factory.com/articles/machine-tool-record-fewer-units/</guid><description>USMTO $3.44B in H1 2026, units down 2.6%, aerospace and power generation over automotive, JMTBA&apos;s JPY 203B month, Germany at 73% utilization, Italy down 38.7%, what it means for 2027 delivery and price</description><pubDate>Mon, 25 May 2026 00:00:00 GMT</pubDate><category>Machinery</category><category>machine tools</category><category>USMTO</category><category>AMT</category><category>JMTBA</category><category>VDW</category><category>UCIMU</category><category>Gardner Business Index</category><category>DMG Mori</category><category>aerospace</category><category>tariffs</category><category>lead times</category><author>Prannay Hebbar</author></item><item><title>From 36 Weeks to Stock: The ControlLogix Lead-Time Cycle</title><link>https://open-factory.com/articles/controllogix-36-weeks-to-stock/</link><guid isPermaLink="true">https://open-factory.com/articles/controllogix-36-weeks-to-stock/</guid><description>Rockwell bulletins 35 to 208 days, backlog $1.6B to $5.6B, a $25,920 surplus CPU, Siemens DI destocking, 250 bps of price, ISM at 60.6, the second-sourcing playbook</description><pubDate>Sun, 17 May 2026 00:00:00 GMT</pubDate><category>Machinery</category><category>Rockwell Automation</category><category>ControlLogix</category><category>PLC</category><category>lead times</category><category>Siemens Digital Industries</category><category>Schneider Electric</category><category>ISM</category><category>ECIA</category><category>second sourcing</category><category>Allen-Bradley</category><author>Prannay Hebbar</author></item><item><title>A Factory Owner&apos;s Guide to the PJM Capacity Charge</title><link>https://open-factory.com/articles/pjm-capacity-factory-bill/</link><guid isPermaLink="true">https://open-factory.com/articles/pjm-capacity-factory-bill/</guid><description>$28.92 to $333.44 per MW-day, the $7.27B datacenter attribution, five hours that set a Pennsylvania plant&apos;s bill, ELRP at $112k per MW-year, the $12B modeling fight, the PLC playbook</description><pubDate>Fri, 08 May 2026 00:00:00 GMT</pubDate><category>Power</category><category>PJM</category><category>capacity market</category><category>peak load contribution</category><category>demand response</category><category>ELRP</category><category>Pennsylvania</category><category>Ohio</category><category>data centers</category><author>Prannay Hebbar</author></item><item><title>A Robot Costs $61k. The Cell Costs $150k</title><link>https://open-factory.com/articles/robot-61k-cell-150k/</link><guid isPermaLink="true">https://open-factory.com/articles/robot-61k-cell-150k/</guid><description>IFR 621k installs, A3 $61,198 per arm, Fanuc CRX up 12% to $51k, UR20 at $54k to $73k in federal awards, three cells line by line, payback by shift, welder wages by state, the integration multiple and three contract clauses</description><pubDate>Fri, 08 May 2026 00:00:00 GMT</pubDate><category>Machinery</category><category>robots</category><category>cobots</category><category>Fanuc</category><category>Universal Robots</category><category>IFR</category><category>A3</category><category>palletizing</category><category>robotic welding</category><category>machine tending</category><category>integrators</category><category>TCO</category><category>USAspending</category><author>Prannay Hebbar</author></item><item><title>The $60 Million Deposit: How Equipment Slots Became Datacenter Currency</title><link>https://open-factory.com/articles/slot-economy/</link><guid isPermaLink="true">https://open-factory.com/articles/slot-economy/</guid><description>GE Vernova 116 GW and 63 GW of paid reservations, Siemens 95 GW and Mitsubishi 35 GW, $25.8B of turbine deposits, Vertiv deferred revenue at $3.6B, Modine&apos;s $165M, deposit terms by equipment class, who holds the slots</description><pubDate>Fri, 08 May 2026 00:00:00 GMT</pubDate><category>Power</category><category>gas turbines</category><category>slot reservations</category><category>GE Vernova</category><category>Siemens Energy</category><category>Mitsubishi Power</category><category>Vertiv</category><category>Modine</category><category>deposits</category><category>datacenter power</category><author>Prannay Hebbar</author></item><item><title>Who Gets the IEEPA Refund</title><link>https://open-factory.com/articles/ieepa-refund-fight/</link><guid isPermaLink="true">https://open-factory.com/articles/ieepa-refund-fight/</guid><description>CIT refund order March 4, importers of record, tariff surcharges passed to buyers, the contract clause nobody wrote, Skadden&apos;s allocation language, bonded warehouses as the 2026 hedge</description><pubDate>Wed, 29 Apr 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>IEEPA</category><category>tariffs</category><category>refunds</category><category>CAPE</category><category>importer of record</category><category>contracts</category><category>bonded warehouse</category><category>FTZ</category><category>switchgear</category><category>Section 122</category><author>Prannay Hebbar</author></item><item><title>Behind the Meter, In Front of the Queue: 90 GW Announced, 2 GW Running</title><link>https://open-factory.com/articles/behind-meter-90gw/</link><guid isPermaLink="true">https://open-factory.com/articles/behind-meter-90gw/</guid><description>xAI Colossus at 1,498 MW of turbines, the GSU transformer nobody prices, 143-week GSU lead times, DOE 202(c) orders, what a developer can actually energize by 2028</description><pubDate>Tue, 28 Apr 2026 00:00:00 GMT</pubDate><category>Power</category><category>behind-the-meter</category><category>gas turbines</category><category>reciprocating engines</category><category>GSU transformers</category><category>EIA-860M</category><category>xAI</category><category>Fermi America</category><category>DOE 202(c)</category><category>FERC co-location</category><author>Prannay Hebbar</author></item><item><title>Five Majors Bought Their Way Into Liquid Cooling. Here Is the Price List</title><link>https://open-factory.com/articles/cooling-ma-price-list/</link><guid isPermaLink="true">https://open-factory.com/articles/cooling-ma-price-list/</guid><description>Eaton and Boyd $9.5B at 22.5x, Ecolab and CoolIT $4.75B at 29x, Schneider and Motivair $850M, Vertiv and PurgeRite, Trane and LiquidStack, what 29x does to your CDU quote</description><pubDate>Sun, 19 Apr 2026 00:00:00 GMT</pubDate><category>Cooling</category><category>liquid cooling</category><category>CDUs</category><category>cold plates</category><category>M&amp;A</category><category>Eaton</category><category>Boyd Thermal</category><category>Ecolab</category><category>CoolIT</category><category>Schneider Electric</category><category>Motivair</category><category>Vertiv</category><category>PurgeRite</category><category>Trane Technologies</category><category>LiquidStack</category><category>Daikin</category><category>Chilldyne</category><category>AVC</category><category>Auras</category><author>Prannay Hebbar</author></item><item><title>Recips vs Turbines vs Fuel Cells for a 100 MW Bridge</title><link>https://open-factory.com/articles/turbines-recips-fuel-cells/</link><guid isPermaLink="true">https://open-factory.com/articles/turbines-recips-fuel-cells/</guid><description>16 to 18 months vs 24 to 30 vs 36+, $/kW from Wartsila, Caterpillar, Bloom and GE Vernova deals, heat rate, permitting, resale, Oracle&apos;s 2.8 GW Bloom MSA</description><pubDate>Tue, 24 Mar 2026 00:00:00 GMT</pubDate><category>Power</category><category>bridge power</category><category>gas turbines</category><category>reciprocating engines</category><category>fuel cells</category><category>Bloom Energy</category><category>Wartsila</category><category>Caterpillar</category><category>GE Vernova</category><category>permitting</category><category>Henry Hub</category><author>Prannay Hebbar</author></item><item><title>The 2 MW Plant Service Upgrade Nobody Budgets Right</title><link>https://open-factory.com/articles/2mw-plant-service-upgrade/</link><guid isPermaLink="true">https://open-factory.com/articles/2mw-plant-service-upgrade/</guid><description>Utility-owned pad-mount at 52 to 104 weeks, Ohio&apos;s 40% CIAC vs Georgia&apos;s revenue allowance, the 30-day AHJ clock, arc-flash study at $6k to $70k, the 20-week sequencing gain, Large-Load Cost Table</description><pubDate>Sun, 15 Mar 2026 00:00:00 GMT</pubDate><category>Electrical</category><category>service upgrade</category><category>CIAC</category><category>line extension</category><category>pad-mount transformer</category><category>arc flash</category><category>NFPA 70E</category><category>permitting</category><category>temporary power</category><category>AEP Ohio</category><category>Georgia Power</category><category>PG&amp;E</category><category>ComEd</category><author>Prannay Hebbar</author></item><item><title>Chillers Are the 60-Week Problem</title><link>https://open-factory.com/articles/chiller-60-week-problem/</link><guid isPermaLink="true">https://open-factory.com/articles/chiller-60-week-problem/</guid><description>Air-cooled 40 to 60 weeks, water-cooled 50 to 70, Munters into 2028, Trane and Carrier and JCI backlogs, R-454B&apos;s summer, OFCI 18 months out, the 20 MW procurement calendar</description><pubDate>Fri, 13 Mar 2026 00:00:00 GMT</pubDate><category>Cooling</category><category>chillers</category><category>lead-times</category><category>CDUs</category><category>Trane Technologies</category><category>Carrier</category><category>Johnson Controls</category><category>Munters</category><category>Modine</category><category>R-454B</category><category>AIM Act</category><category>OFCI</category><author>Prannay Hebbar</author></item><item><title>What a Haas VF-2 Really Costs in 2026</title><link>https://open-factory.com/articles/haas-vf2-true-cost/</link><guid isPermaLink="true">https://open-factory.com/articles/haas-vf2-true-cost/</guid><description>$70,995 list, 63 used listings and 3 prices, PM at 2 to 3.5% a year, spindle rebuild $8k to $25k, ten-year bill ~$173k before labour, Section 179 at $2.56M, the quote form</description><pubDate>Fri, 13 Mar 2026 00:00:00 GMT</pubDate><category>Machinery</category><category>Haas</category><category>VF-2</category><category>machine tools</category><category>TCO</category><category>used machinery</category><category>Section 179</category><category>spindle rebuild</category><author>Prannay Hebbar</author></item><item><title>What 2,439 Public Change Orders Show About Electrical and Mechanical Contractors</title><link>https://open-factory.com/articles/change-orders-212-invoices/</link><guid isPermaLink="true">https://open-factory.com/articles/change-orders-212-invoices/</guid><description>Median 1.8% of award, 9.5% of the dollars, 69% of mods give no reason, five line items that grow, labor units vs billed hours, clause language and contractor ratios</description><pubDate>Wed, 04 Mar 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>change orders</category><category>electrical contractors</category><category>mechanical contractors</category><category>USAspending</category><category>NAICS 238210</category><category>NAICS 238220</category><category>contract modifications</category><category>T&amp;M</category><category>unit prices</category><category>markup</category><category>NECA labor units</category><category>Riverside Public Utilities</category><category>Fort Worth</category><author>Prannay Hebbar</author></item><item><title>Copper at $6.77: How a 50% Tariff Shows Up in a 200-Amp Panel</title><link>https://open-factory.com/articles/copper-tariff-panel/</link><guid isPermaLink="true">https://open-factory.com/articles/copper-tariff-panel/</guid><description>COMEX record, $1,000 per ton premium over LME, copper wire PPI +17.9%, busway and cable quotes, aluminum substitution, the escalator clause</description><pubDate>Sat, 14 Feb 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>copper</category><category>Section 232</category><category>COMEX</category><category>building wire</category><category>Southwire</category><category>Atkore</category><category>Prysmian</category><category>escalation clause</category><category>aluminum</category><author>Prannay Hebbar</author></item><item><title>The Used and Refurbished Market Nobody Indexes</title><link>https://open-factory.com/articles/used-refurbished-market/</link><guid isPermaLink="true">https://open-factory.com/articles/used-refurbished-market/</guid><description>15 bids for one 2,500 kVA pad-mount, used gensets at $47 to $335 per kW, eight oil and insulation limits, the Charlotte refurb line, dealer stock at 1.8x the median bid, five checks before wiring money</description><pubDate>Wed, 04 Feb 2026 00:00:00 GMT</pubDate><category>Procurement</category><category>used equipment</category><category>refurbished</category><category>transformers</category><category>gensets</category><category>switchgear</category><category>auctions</category><category>Maddox</category><category>Siemens Energy</category><category>IEEE C57</category><category>Doble</category><category>DGA</category><author>Prannay Hebbar</author></item><item><title>Japan Is Eating the US Capex Boom</title><link>https://open-factory.com/articles/japan-eats-capex-boom/</link><guid isPermaLink="true">https://open-factory.com/articles/japan-eats-capex-boom/</guid><description>JMTBA North America JPY 40.7B, +44%, 37 cents of every USMTO dollar, the yen at 158, one 15% rate for Japan, Taiwan and Germany, US assembly plants, a Taiwanese 5-axis in Ohio</description><pubDate>Sun, 11 Jan 2026 00:00:00 GMT</pubDate><category>Machinery</category><category>machine tools</category><category>JMTBA</category><category>USMTO</category><category>DMG Mori</category><category>Okuma</category><category>Mazak</category><category>Hurco</category><category>yen</category><category>tariffs</category><category>Section 232</category><category>landed cost</category><author>Prannay Hebbar</author></item><item><title>When a Megapack Beats a Static UPS</title><link>https://open-factory.com/articles/bess-as-ups/</link><guid isPermaLink="true">https://open-factory.com/articles/bess-as-ups/</guid><description>Lithium BESS vs double-conversion UPS for a 20 MW hall, $/kW, footprint, 58.4% duty on Chinese cells, Powin&apos;s Chapter 11, fire code, who is buying it</description><pubDate>Thu, 08 Jan 2026 00:00:00 GMT</pubDate><category>Electrical</category><category>BESS</category><category>UPS</category><category>Tesla Megapack</category><category>Fluence</category><category>Vertiv</category><category>Schneider Electric</category><category>Section 301</category><category>IEEPA</category><category>NFPA 855</category><category>UL 9540A</category><category>PJM capacity</category><category>ERCOT</category><category>Powin</category><category>48E ITC</category><author>Prannay Hebbar</author></item><item><title>Rockwell&apos;s 250 Basis Points: How Tariffs Show Up in Your PLC Quote</title><link>https://open-factory.com/articles/rockwell-250bps/</link><guid isPermaLink="true">https://open-factory.com/articles/rockwell-250bps/</guid><description>100 bps tariff pass-through, distributor discount structure, Siemens and Schneider list behaviour, what to ask the distributor before renewing the frame agreement</description><pubDate>Fri, 19 Dec 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>Rockwell Automation</category><category>Allen-Bradley</category><category>ControlLogix</category><category>PLC pricing</category><category>tariffs</category><category>Siemens Digital Industries</category><category>Schneider Electric</category><category>Emerson</category><category>distributors</category><category>frame agreements</category><author>Prannay Hebbar</author></item><item><title>What Hyperscaler Nuclear PPAs Tell a Factory Negotiating a 15-Year Contract</title><link>https://open-factory.com/articles/nuclear-ppas-price-signal/</link><guid isPermaLink="true">https://open-factory.com/articles/nuclear-ppas-price-signal/</guid><description>Crane at $1,916 per kW and ~$112 per MWh, Talen and Amazon $18B over 17 years, Meta&apos;s Clinton at ~$70, Vistra&apos;s 1,200 MW to an unnamed buyer, 5.8 GW contracted against 90 GW of demand, the industrial rate by state, the eight utilities offering long-term terms</description><pubDate>Thu, 18 Dec 2025 00:00:00 GMT</pubDate><category>Power</category><category>nuclear</category><category>PPA</category><category>Constellation</category><category>Talen</category><category>Vistra</category><category>NextEra</category><category>Microsoft</category><category>Amazon</category><category>Meta</category><category>Google</category><category>industrial rates</category><category>long-term contracts</category><category>data centers</category><author>Prannay Hebbar</author></item><item><title>Datacenter Construction Is Eating Your Electricians</title><link>https://open-factory.com/articles/electricians-wages-by-metro/</link><guid isPermaLink="true">https://open-factory.com/articles/electricians-wages-by-metro/</guid><description>Electrician and pipefitter wages in 10 metros, Loudoun contractor payrolls +138%, the 90th percentile at $121,570, 6,350 MW under construction, travel-card and per diem terms, the clauses that protect a plant project</description><pubDate>Mon, 01 Dec 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>electricians</category><category>labor</category><category>wages</category><category>IBEW</category><category>datacenters</category><category>Loudoun</category><category>Columbus</category><category>Phoenix</category><category>BLS OEWS</category><category>QCEW</category><author>Prannay Hebbar</author></item><item><title>Why Your Switchgear Costs 50% More Than in 2021</title><link>https://open-factory.com/articles/switchgear-50-percent/</link><guid isPermaLink="true">https://open-factory.com/articles/switchgear-50-percent/</guid><description>Switchgear PPI +78% and +15% YoY at peak, copper $6.14/lb and a 50% tariff, labor 27% of the factory, Eaton margin 20% to 30%, Powell backlog $2.4B, lead times 21 to 104 weeks by class, the decomposition behind the wall</description><pubDate>Sun, 30 Nov 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>switchgear</category><category>PPI</category><category>copper</category><category>Section 232</category><category>Eaton</category><category>Powell Industries</category><category>Schneider Electric</category><category>lead times</category><category>should-cost</category><author>Prannay Hebbar</author></item><item><title>The 30% Fuel-Cell ITC Is the Last Federal Subsidy for On-Site Power</title><link>https://open-factory.com/articles/fuel-cell-itc-last-subsidy/</link><guid isPermaLink="true">https://open-factory.com/articles/fuel-cell-itc-last-subsidy/</guid><description>OBBBA leaves fuel cells, storage, geothermal and nuclear through 2034, wind and solar need construction by July 2026, gas CHP gets nothing, payback for a 10 MW plant</description><pubDate>Sat, 29 Nov 2025 00:00:00 GMT</pubDate><category>Power</category><category>fuel cells</category><category>Bloom Energy</category><category>ITC</category><category>Section 48E</category><category>OBBBA</category><category>CHP</category><category>standby charges</category><category>PG&amp;E</category><category>Con Edison</category><category>AEP Ohio</category><author>Prannay Hebbar</author></item><item><title>Vertiv Stopped Reporting Its Backlog. Here Is Our Estimate</title><link>https://open-factory.com/articles/vertiv-backlog-estimate/</link><guid isPermaLink="true">https://open-factory.com/articles/vertiv-backlog-estimate/</guid><description>$15B and 2.9x book-to-bill in Q4 2025, deferred revenue doubling to $3.6B, guidance and peer read-across, what deposits tell you about 2027 slots</description><pubDate>Tue, 11 Nov 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>Vertiv</category><category>backlog</category><category>deferred revenue</category><category>book-to-bill</category><category>UPS</category><category>liquid cooling</category><category>datacenter power</category><category>disclosure</category><author>Prannay Hebbar</author></item><item><title>Transformer Lead Times Hit 143 Weeks: Who Gets Delivered First</title><link>https://open-factory.com/articles/transformer-160-weeks/</link><guid isPermaLink="true">https://open-factory.com/articles/transformer-160-weeks/</guid><description>Wood Mackenzie 128 and 143 weeks, 82% of large units imported, Hitachi and Siemens Energy capacity by 2028, GOES and Butler Works, $25 million slot fees, the six buyers ranked</description><pubDate>Sat, 25 Oct 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>transformers</category><category>lead-times</category><category>GOES</category><category>Hitachi Energy</category><category>Siemens Energy</category><category>GE Vernova</category><category>Prolec GE</category><category>Wood Mackenzie</category><author>Prannay Hebbar</author></item><item><title>One Steel Mill Gates Every US Transformer</title><link>https://open-factory.com/articles/butler-works-goes/</link><guid isPermaLink="true">https://open-factory.com/articles/butler-works-goes/</guid><description>Cleveland-Cliffs Butler Works, 920 mm coil width, 39% higher core losses than Japanese GOES, the $400M DoW contract, DPA Title III, what the DOE efficiency rule did and undid</description><pubDate>Sun, 12 Oct 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>GOES</category><category>electrical steel</category><category>Cleveland-Cliffs</category><category>Butler Works</category><category>transformers</category><category>DOE efficiency rule</category><category>Section 232</category><category>Defense Production Act</category><category>amorphous metal</category><category>Metglas</category><category>Nippon Steel</category><category>JFE</category><author>Prannay Hebbar</author></item><item><title>Tariff Bill of Materials: What Sections 232 and 301 Add to a UPS, a Lineup, a Genset and a Megapack</title><link>https://open-factory.com/articles/tariff-bom-electrical/</link><guid isPermaLink="true">https://open-factory.com/articles/tariff-bom-electrical/</guid><description>Copper at 50% on content, steel and aluminum tiers, Chinese cells at 58.4%, SKU by SKU landed cost, the calculator behind it</description><pubDate>Fri, 10 Oct 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>tariffs</category><category>Section 232</category><category>Section 301</category><category>IEEPA</category><category>copper</category><category>UPS</category><category>switchgear</category><category>gensets</category><category>BESS</category><category>Megapack</category><category>HTS</category><author>Prannay Hebbar</author></item><item><title>The Copper and Wire Price Sheet, Weekly</title><link>https://open-factory.com/articles/copper-wire-sheet-launch/</link><guid isPermaLink="true">https://open-factory.com/articles/copper-wire-sheet-launch/</guid><description>IMF copper at $6.14 via FRED as the reference, the COMEX gap stated not carried, NEC Table 8 to $/ft for 13 conductor sizes, the escalation-clause calculator, copper wire PPI +17.9%, 14 Border States bulletins logged, what version 1 adds</description><pubDate>Thu, 02 Oct 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>copper</category><category>aluminum</category><category>building wire</category><category>COMEX</category><category>LME</category><category>FRED</category><category>NEC Table 8</category><category>escalation clause</category><category>Border States</category><category>PPI</category><category>Copper and Wire Price Sheet</category><author>Prannay Hebbar</author></item><item><title>Introducing the Large-Load Cost Table: 15 Markets Side by Side</title><link>https://open-factory.com/articles/large-load-cost-table-launch/</link><guid isPermaLink="true">https://open-factory.com/articles/large-load-cost-table-launch/</guid><description>Study fees, security per MW, minimum bills, terms, exit fees and realistic energization year for Dominion, AEP Ohio, Georgia Power, Oncor, CenterPoint, Duke, APS, SRP, PacifiCorp and six more, 53 cells from primary documents and 45 not published</description><pubDate>Wed, 01 Oct 2025 00:00:00 GMT</pubDate><category>Power</category><category>large loads</category><category>interconnection</category><category>tariffs</category><category>dockets</category><category>Dominion</category><category>AEP Ohio</category><category>ERCOT</category><category>Georgia Power</category><category>minimum bills</category><category>collateral</category><category>data centers</category><category>Large-Load Cost Table</category><author>Prannay Hebbar</author></item><item><title>The $2,850 Report That Says Nothing</title><link>https://open-factory.com/articles/2850-report-says-nothing/</link><guid isPermaLink="true">https://open-factory.com/articles/2850-report-says-nothing/</guid><description>A $37,300 benchmark for a $12k to $3.8M category, no transaction prices, PPI resold to 2033, four tariff changes in 2025, IBISWorld vs SpendEdge vs Beroe, ten-category free recipe</description><pubDate>Mon, 29 Sep 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>IBISWorld</category><category>ProcurementIQ</category><category>SpendEdge</category><category>Beroe</category><category>MarketsandMarkets</category><category>switchgear</category><category>PPI</category><category>Census M3</category><category>category reports</category><category>procurement research</category><author>Prannay Hebbar</author></item><item><title>Cummins and Caterpillar Are Sold Out Through 2028</title><link>https://open-factory.com/articles/gensets-sold-out-2028/</link><guid isPermaLink="true">https://open-factory.com/articles/gensets-sold-out-2028/</guid><description>62 to 110 week lead times, Caterpillar $72.1B backlog, Generac $1.6B backlog, used Tier 2 iron at 18 to 46 cents, INNIO and Wartsila recips, Tier 2 vs Tier 4 routes, Genset TCO</description><pubDate>Mon, 15 Sep 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>gensets</category><category>Cummins</category><category>Caterpillar</category><category>Generac</category><category>lead-times</category><category>Tier 4</category><category>INNIO</category><category>Wartsila</category><category>Rehlko</category><category>used equipment</category><author>Prannay Hebbar</author></item><item><title>The 171-Day Capex Lead Time: ISM&apos;s Most Ignored Table</title><link>https://open-factory.com/articles/171-day-capex-lead-time/</link><guid isPermaLink="true">https://open-factory.com/articles/171-day-capex-lead-time/</guid><description>Capex 171 days, production materials 84, MRO 48, electrical components in short supply 14 months, aluminum up 33 months, how to read it before the PPI moves</description><pubDate>Sat, 13 Sep 2025 00:00:00 GMT</pubDate><category>Procurement</category><category>ISM</category><category>lead times</category><category>capex</category><category>PPI</category><category>switchgear</category><category>transformers</category><category>Census M3</category><category>procurement</category><author>Prannay Hebbar</author></item><item><title>Book-to-Bill League Table, Q2 2026: Every Electrical OEM</title><link>https://open-factory.com/articles/book-to-bill-league/</link><guid isPermaLink="true">https://open-factory.com/articles/book-to-bill-league/</guid><description>Eaton 1.2 to 1.3, Siemens Energy Grid 1.48 and EUR 51B, GE Vernova $44.6B, ABB +59%, Powell $2.4B, Hitachi $63.6B, the read-across for buyers</description><pubDate>Wed, 10 Sep 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>book-to-bill</category><category>backlog</category><category>Eaton</category><category>Vertiv</category><category>Siemens Energy</category><category>GE Vernova</category><category>ABB</category><category>Powell</category><category>Hitachi Energy</category><category>Caterpillar</category><category>Trane</category><author>Prannay Hebbar</author></item><item><title>Introducing the Open Factory Lead-Time Monitor</title><link>https://open-factory.com/articles/lead-time-monitor-launch/</link><guid isPermaLink="true">https://open-factory.com/articles/lead-time-monitor-launch/</guid><description>Eleven equipment classes, every cell a published lead time with its OEM and date, Schneider LV switchgear at 50 weeks, Census M3 at 5.7 months, ISM supplier deliveries 59.3, backlog from seven filings, monthly on the first business day, what version 1 adds</description><pubDate>Wed, 10 Sep 2025 00:00:00 GMT</pubDate><category>Electrical</category><category>lead-times</category><category>Schneider Electric</category><category>Siemens</category><category>Census M3</category><category>ISM</category><category>PPI</category><category>switchgear</category><category>transformers</category><category>gensets</category><category>chillers</category><category>Lead-Time Monitor</category><author>Prannay Hebbar</author></item></channel></rss>