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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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Policy and Regulation

AES Withdraws 320 MW California Battery Project Amid Local Opposition

AES has pulled its proposed 320 MW Seguro battery storage project in San Diego County due to prolonged community resistance over fire safety and location issues.

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April 9, 2026
Market Data and Outlook

Innovative Contracting Models Emerge as US Battery Storage Moves Beyond Pure Merchant Strategies

US battery storage developers are adopting creative contractual frameworks to ensure stable, long-term revenues amid shifting market dynamics and regulatory complexities.

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April 9, 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

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

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