The newly published 2026-2028 edition of the Market Overview Series for Substation Automation includes 14 topical reports on modern substation components. In total, U.S. spending for these 14 categories of substation devices and equipment is likely to exceed $3.8 billion in 2026, rising to about $4.2 billion just 24 months later. These expenditures are in addition to the estimated $5.4 billion planned for substation development this year. Some sources anticipate more than $40 billion is likely to be spent on new substation construction activities in total. The key drivers for all of this expected activity include the rapid growth of AI data centers, ongoing development of utility-scale renewable projects, and the reshoring of American manufacturing locations. Incentives for rapid build-out of the nation’s transmission grid have never been more necessary than at the present time.
More information on the entire 14-report series of substation automation components can be found here: https://www.newton-evans.com/product/overview-of-the-2026-2028-u-s-transmission-and-distribution-equipment-market-substation-automation-series/ The complete 2026-2028 series is priced at $1,750.00, with individual 3-5 page report summaries available for $195 per report. Each report provides component definitions, revenue estimates of key suppliers, market share assessments, outlook through 2028, and revenue split between sales to utilities and commercial-industrial buyers.
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