News and Insights

Solmar tracks how utility scale solar, storage, and related infrastructure intersect with capital, regulation, and digital demand. This page collects selected news, commentary, and client facing notes, including what rising data center and co-location growth means for real projects and power positions.

EDF and Masdar Secure 15-Year PPAs for Major California Solar-Plus-Storage Project

EDF Power Solutions North America and Masdar have signed long-term power purchase agreements for a 160MWh solar-plus-storage project in California, marking a significant step in regional clean energy infrastructure development.

Regional Impacts of 24 GW New Electrification Load Drive Solar Growth

Projected 24 GW increase in electrification load through 2035 highlights critical solar PV opportunities, driven by Northeast heat pump adoption and grid modernization needs.

Solar Generation to Surpass Coal in ERCOT in 2026

May 29, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is set to witness a historic

Accelerating Distributed Energy Resources Deployment in California

Deploy Action’s recent polling underscores urgent stakeholder consensus on speeding up distributed energy resource integration in California’s evolving grid landscape.

Leading States Highlight How Community Solar Program Design Drives Market Growth

Community solar programs in Maine, Minnesota, and New York exemplify how thoughtful state-level design accelerates shared solar adoption and infrastructure development.

Structuring US BESS Manufacturing Deals with Chinese Partners Amid FEOC Compliance

Navigating FEOC compliance, US battery energy storage system manufacturing partnerships with Chinese firms present strategic, regulatory, and infrastructure challenges.

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News and Insights

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News and Insights