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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Finance and Transactions

DOE backs Duane Arnold nuclear restart with $1.9 billion loan

The US DOE has closed a $1.9 billion loan to NextEra Energy for restarting Iowa’s only nuclear plant, bringing 615 MW back online.

Array Technologies opens $50M tracking factory in New Mexico

Array Technologies has launched a $50 million, 216,000-square-foot solar tracker facility in Albuquerque, supporting 300 skilled jobs.

US clean power capacity hits 388 GW after record Q2 additions

US utility-scale clean power capacity rose 45% year-over-year in Q2 2026, reaching 388 GW, driven by solar, wind, and battery storage.

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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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