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Insights

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.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission
Market Data and Outlook

Rising Solar PPA Prices Signal Market Uncertainty in North America

Solar power purchase agreement prices have increased for the second consecutive quarter, reflecting shifting market dynamics amid evolving regulatory frameworks.

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January 30, 2026
Data Centers and AI Infrastructure

Harnessing Energy Storage to Mitigate Data Centre Grid Impact

Energy storage systems are increasingly vital for data centres to reduce peak grid loads and enhance resilience amid rising power demand and regulatory pressures.

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January 30, 2026
SOLMAR INFRASTRUCTURE BRIEF

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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Solmar Capital
Solmar Capital

A tailored, developer-founded service for power-aligned energy, land, and digital infrastructure opportunities.

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