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

Transmission and Interconnection

Eastern Interconnection transmission projects could yield $15.3B in value

A new study finds 13 targeted transmission projects in the Eastern Interconnection could deliver $15.3 billion in net system value.

September 4, 2026

Manufacturing and Supply Chain

Manufacturers scale up US grid equipment capacity amid soaring demand

US grid equipment manufacturers are investing over $900 million to expand domestic production as electricity demand is set to climb 50 percent by 2050.

September 4, 2026

Data Centers and AI Infrastructure

AI rack density drives modular data center shift in the US

Factory-built modular data center infrastructure is gaining ground as AI-driven rack densities climb to hundreds of kilowatts.

September 4, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually Over Three Years

Aug. 28, 2026 — United States — Utility-scale battery storage capacity in the U.S. power system has seen sustained, rapid

September 4, 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.

Optional: what matters most to you?

Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission

No selection means you'll receive the full brief. You're on the list.

Solmar Capital

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

Platform

Overview Markets Platform Login

Company

Who We Serve About Insights

Get Started

Request Access Contact Get the Brief