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

U.S. Clean Energy Manufacturing Set to Surpass 950 Facilities by 2030

The U.S. clean energy manufacturing sector is poised for significant expansion, with over 950 facilities expected by 2030, driving substantial job growth and economic impact.

Solar Generation to Surpass Coal in ERCOT in 2026

May 22, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is projected to see utility-scale solar

PJM Faces Critical Decisions Amid Rapid Load Growth

PJM Interconnection is navigating significant operational and planning challenges due to surging electricity demand, prompting urgent infrastructure and policy responses.

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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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