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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

Big battery financing and grid tensions drive US power week

Battery storage financings, grid reliability warnings, and federal action on data center tariffs defined the week, with $1.4 billion committed to new storage.

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September 18, 2026
Finance and Transactions

Georgia Power completes 128 MW battery facility near Air Force base

Georgia Power has brought a 128 MW battery storage facility online near Robins Air Force Base, strengthening grid capacity in central Georgia.

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September 18, 2026
Grid Operations and Technology

PJM calls demand response, cancels outages amid September heat

PJM activated demand response and deferred outages on September 17, 2026 to manage 132,000 MW forecast load during unseasonably high temperatures.

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September 18, 2026
Policy and Regulation

House passes bill to shield utility ratepayers from data center costs

The U.S. House passed a bill 417-3 requiring states to consider large-load tariff rules for data centers above 100 MW.

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September 18, 2026
Market Data and Outlook

US ISP capex rises to $92.6B as Google plans $205B spend

US broadband providers invested $92.6 billion in capital expenditures in 2025 as Google alone plans a $205 billion outlay for 2026.

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September 18, 2026
Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 11, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, robust growth over

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September 18, 2026
SOLMAR INFRASTRUCTURE BRIEF

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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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