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

Battery storage enables new phase of flexible solar deployment

A new report underscores energy storage’s role in turning solar into a round-the-clock grid resource, redefining renewable economics for US energy markets.

Brookfield and La Caisse complete $6.5bn Boralex buyout

Brookfield Asset Management and La Caisse have closed a $6.5bn acquisition of Boralex, in a transaction supporting major renewable investment and energy transition targets.

AI-driven demand intensifies strain on North America’s grid

North America’s grid faces mounting strain as AI, electrification, and data center demand drive record load growth. Interconnection delays and grid readiness are reshaping infrastructure investment strategies.

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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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