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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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Manufacturing and Supply Chain

Top 100 PV Manufacturers in 2026: Industry Leadership and Emerging Trends

A comprehensive ranking of the leading 100 photovoltaic manufacturers highlights China’s dominance, the rise of Indian firms, and the evolving global solar supply chain landscape.

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March 26, 2026
Market Data and Outlook

PowerOak Files for Hong Kong IPO, Marking a Milestone in Portable Energy Storage

PowerOak’s IPO application signals growing market maturation in portable energy storage, underscoring evolving infrastructure and regulatory dynamics.

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March 26, 2026
Data Centers and AI Infrastructure

Second-Life EV Batteries Enable Microgrid Expansion for Data Centers in Nevada

Crusoe and Redwood Energy are advancing microgrid infrastructure in Sparks, Nevada by repurposing second-life electric vehicle batteries paired with solar power to support modular data centers.

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March 26, 2026
Manufacturing and Supply Chain

American Battery Factory Advances Arizona LFP Gigafactory with 4.5GWh Offtake Agreements

American Battery Factory has secured offtake agreements for 4.5GWh of its Arizona lithium iron phosphate gigafactory output, marking a significant milestone in U.S. battery manufacturing.

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March 26, 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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