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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.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission
Grid Operations and Technology

Emerging AI and Smart Grid Patents Reshape Solar Power Sector Risks and Opportunities

The rise of AI-enabled smart grid patents unveils new intellectual property dynamics, presenting both challenges and growth avenues for solar energy infrastructure and utilities.

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July 10, 2026
Policy and Regulation

Solar Generation Surpasses Coal in ERCOT for First Time

July 10, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is projected to see utility-scale solar

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July 10, 2026
Finance and Transactions

Opdenergy Secures $227 Million to Expand Chile’s Renewable and Battery Storage Portfolio

Opdenergy has secured $227 million to support its renewable energy and battery storage projects in Chile, bolstering the country’s clean energy infrastructure.

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July 10, 2026
SOLMAR INFRASTRUCTURE BRIEF

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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A tailored, developer-founded service for power-aligned energy, land, and digital infrastructure opportunities.

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