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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First Solar’s Strong Q1 2026 Performance Signals Robust Thin-Film Market Expansion

First Solar kicked off 2026 with record Q1 revenue driven by innovative CuRe technology and significant growth in India, underpinning global thin-film solar expansion.

Streamlining Energy Infrastructure: DOE Prioritizes Accessible Development

The US DOE emphasizes the urgent need for simplified permitting and streamlined infrastructure development to support affordable and reliable energy across all sources.

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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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