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

U.S. Solar Installations Fall in Q1 but Maintain Dominant Capacity Growth

U.S. solar installations declined 27% year-over-year in Q1 2026, yet solar and storage combined accounted for over 90% of new electricity generating capacity.

June 10, 2026

Grid Operations and Technology

Thermal Energy Storage Technologies Driving Grid Flexibility and Decarbonization

Explore how leading companies are advancing large-scale thermal energy storage solutions, critical for enhancing grid stability and integrating renewable power.

June 10, 2026

Manufacturing and Supply Chain

Shifting Metrics in U.S. Solar Manufacturing: From Politics to Production

U.S. solar manufacturing is transitioning from political rhetoric to tangible production metrics, emphasizing capital expenditures over capacity figures to gauge sector progress.

June 10, 2026

Grid Operations and Technology

German Battery Energy Storage Market Moves Beyond Initial Hype Phase

The German battery energy storage sector is evolving past its early exuberance, focusing on sustainable integration and regulatory clarity.

June 10, 2026

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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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