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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.

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Market Data and Outlook

Battery capital, grid strain, and data center urgency marked this week

A pivotal week saw U.S. battery storage rise by 70 percent annually, $300 million in tax equity deals, and strain from soaring data center demand.

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August 28, 2026
Finance and Transactions

Greenvolt secures $254m UniCredit bridge loan for Polish battery storage

Greenvolt Power received €218m from UniCredit to finance two 400MW/1.6GWh battery storage projects in Ełk and Turośń, Poland.

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August 28, 2026
Grid Operations and Technology

Duke Energy Florida resists dedicated rate for large data center loads

Duke Energy Florida faces criticism for delaying a dedicated rate for large load customers after Florida enacted SB 484.

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August 28, 2026
Policy and Regulation

California advances remote inspections for residential solar projects

California passed AB 1738, setting the stage for homeowners statewide to request remote inspections for rooftop solar and other upgrades.

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August 28, 2026
Market Data and Outlook

Wood Mackenzie lifts forecast for Latin America grid storage

Wood Mackenzie expects Latin America’s energy storage capacity to reach 34 GW by 2035, led by Chile and expanding fast in Brazil and Mexico.

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August 28, 2026
Data Centers and AI Infrastructure

AI-driven demand reshapes US data center development factors

US data center developers now prioritize power access, site readiness, and community input as AI workloads drive higher densities.

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August 28, 2026
Data Centers and AI Infrastructure

Orbital data centers move from concept to reality in 2026

Axiom Space and Kepler Communications launched the first operational orbital data center nodes in January 2026, starting a new market valued at $1.2 billion.

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August 28, 2026
Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Aug. 21, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained rapid growth over

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August 28, 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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