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

Finance and Transactions

DOE approves $4.2B loan for Vistra nuclear upgrades in PJM

The Department of Energy will loan Vistra $4.2 billion to add 433 MW and preserve 4 GW of nuclear capacity in the PJM region.

October 7, 2026

Grid Operations and Technology

Utilities turn to dynamic controls for grid resilience

Switched Source CEO Charles Murray says automated power-flow solutions can unlock grid capacity and lower costs for resilience.

October 7, 2026

Policy and Regulation

Senate bill seeks to expedite federal energy permitting

A bipartisan Senate bill aims to accelerate federal permitting for energy projects, with provisions affecting data centers and renewables.

October 7, 2026

Market Data and Outlook

Maryland’s first bulk storage awards secure 440 MW for PJM grid

Maryland awarded 440 MW of grid-scale storage in its inaugural procurement, addressing a PJM capacity gap but below its 800 MW target.

October 7, 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