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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.

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Grid Operations and Technology

January 2026 Winter Storm Fern Curtails Solar Output in Eastern North America

Winter Storm Fern dramatically reduced solar generation in the eastern U.S. by introducing widespread cloud cover and cold conditions, highlighting resilience challenges for photovoltaic infrastructure amid extreme weather.

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February 6, 2026
Grid Operations and Technology

E-Storage and Sunraycer Collaborate on 503MWh BESS Projects in Texas

E-Storage and Sunraycer Renewables have finalized agreements to supply and service two significant battery energy storage systems in Franklin County, Texas, totaling 503MWh.

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February 6, 2026
Policy and Regulation

Missouri Imposes Moratorium on New Solar Developments Until 2027

Missouri enacts a halt on new solar construction, raising critical questions about the state’s energy infrastructure, regulatory environment, and future clean energy trajectory.

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February 6, 2026
Grid Operations and Technology

Noon Energy Advances Long-Duration Storage with Reversible Solid Oxide Fuel Cells

Noon Energy’s reversible solid oxide fuel cell technology offers a promising pathway to scalable, 100+ hour long-duration energy storage crucial for grid reliability.

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February 6, 2026
SOLMAR INFRASTRUCTURE BRIEF

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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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