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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Market Data and Outlook

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.

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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