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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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Finance and Transactions

Branch Energy raises $33M for rapid battery deployments in Texas and Illinois

Branch Energy secured $33 million to deploy containerized battery ‘grid-in-a-box’ units aimed at bypassing data center grid bottlenecks.

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September 16, 2026
Grid Operations and Technology

NERC CEO urges mindset shift for US grid resilience

NERC CEO Jim Robb called for fundamental changes to US grid development practices as electric demand accelerates in 2026.

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September 16, 2026
Policy and Regulation

EPA repeals Biden-era power plant GHG rules citing lack of authority

The EPA has repealed key greenhouse gas rules for U.S. power plants, reversing standards set in 2024 under the Biden administration.

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September 16, 2026
Market Data and Outlook

US data center immersion cooling market projected to reach $454 million by 2025

The US data center immersion cooling market is set to reach $454.2 million in 2025, driven by hyperscale and AI demand.

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September 16, 2026
Data Centers and AI Infrastructure

PJM grid faces reliability threat from data center load by 2030

A new study finds PJM’s loss of load expectation could be up to 100 times higher than its planning standard by 2030, driven by data center demand.

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September 16, 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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