The latest in energy and data center infrastructure.

Policy moves, new projects, and the trends reshaping power, land, and grid access for the markets we serve.

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Market Data and Outlook

U.S. Solar Capacity Set to Surge to 737.8 GW by 2035

The U.S. solar market is projected to grow substantially, adding 41 to 52 GW annually and reaching 737.8 GW by 2035, driven by evolving infrastructure and policy landscapes.

Rethinking Thermal Battery Performance: Prioritizing Continuous Energy Delivery

Thermal energy storage is critical for decarbonization, with continuous delivery playing a more vital role than peak temperatures in operational efficiency and grid integration.

Market views, delivered.

The analysis you read here, delivered periodically: power markets, data center demand, interconnection, transmission, and policy, with selected opportunities from Solmar’s U.S. pipeline.

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