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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
Market Data and Outlook

Clean energy capital spending set to reach $180 billion in 2026

US clean energy and manufacturing capex reached $74 billion in H1 2026, with yearly investments tracking to $180 billion, driven by power market and data center growth.

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August 20, 2026
Grid Operations and Technology

Appalachian Power seeks 800MW BESS in new Virginia procurement

Appalachian Power issues requests for proposals for up to 800MW of energy storage resources in Virginia, marking a significant push for utility-scale battery capacity.

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August 20, 2026
Policy and Regulation

Pennsylvania offers fast-track permits for data centers with new power

Pennsylvania will prioritize permitting reviews for data centers over 25 MW that commit to state-set power and environmental standards, altering the energy procurement landscape for new digital infrastructure.

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August 20, 2026
Data Centers and AI Infrastructure

Duos Technologies reports strong Q2 on edge data center expansion

Duos Technologies delivers nearly 30% revenue growth, secures major hosting agreements, and affirms full-year outlook as it accelerates its US edge data center and AI infrastructure buildout.

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August 20, 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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