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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

Massachusetts’ Distributed Solar Capacity Surpasses Projected Demand by 2050

Massachusetts demonstrates a distributed solar technical potential of 92 GW, more than tripling 2050 peak load forecasts, reshaping the state’s energy infrastructure and policy strategies.

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May 15, 2026
Policy and Regulation

Solar Sector Debt Financing Hits Decade High in Q1 2026

May 8, 2026 — United States — The solar industry entered 2026 with a surge in corporate funding, raising $11.1

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May 15, 2026
Manufacturing and Supply Chain

China’s Gotion and Richardson Electronics Collaborate on US-Based Battery Energy Storage Systems

China’s Gotion Corporation partners with Richardson Electronics to produce battery energy storage systems in the US, signaling shifts in global supply chains and regional energy infrastructure development.

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May 15, 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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