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

US battery storage capacity surges to 52 GW, doubling ahead

US utility-scale battery storage has grown at a 70% annual rate, reaching 52 GW by June 2026, with another 54 GW in the development pipeline through 2028.

Dominion ordered to allocate transmission costs to data centers

Virginia regulators have ruled that Dominion Energy must directly assign certain transmission infrastructure costs to data centers, reshaping grid cost recovery as the sector expands.

Texas grid faces peak demand surge, struggles with supply limits

Texas power demand could reach 120 GW by 2030, but new large industrial and data center loads face major grid supply shortfalls due to generation bottlenecks, gas turbine shortages, and interconnection delays.

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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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