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

Manufacturing and Supply Chain

IRA drives record $12.2B in U.S. solar manufacturing capex

Cumulative U.S. solar manufacturing capex is set to reach $12.2 billion by end of 2026, over half of all domestic PV investments since 2001.

September 23, 2026

Grid Operations and Technology

Battery deployment forecast faces policy-driven slowdown

RMI’s new analysis forecasts 30% annual growth in U.S. battery deployments, yet policy headwinds threaten momentum through 2031.

September 23, 2026

Policy and Regulation

Texas PUC eases interconnection rules for large data centers

Texas regulators have removed a proposed non-refundable interconnection fee and extended energization milestone deadlines for data centers.

September 23, 2026

Market Data and Outlook

US energy storage installations hit new record in Q2 2026

The US energy storage market set a new record with 18.9 GWh installed in Q2 2026, driven by demand from longer-duration systems and data centers.

September 23, 2026

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