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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

energyRe closes $815 million financing for South Carolina solar

energyRe secured $815 million in financing for five solar projects in South Carolina, targeting 360 MW of new power capacity.

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October 14, 2026
Grid Operations and Technology

PJM extends maximum generation alert and curtails outages amid high demand

PJM has extended its maximum generation and load management alerts through October 14 due to unusual fall heat and maintenance outages.

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October 14, 2026
Policy and Regulation

California’s energy affordability crisis drives call for deep reforms

California’s electricity prices have doubled the national average, with distribution costs now the largest driver since 2019.

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October 14, 2026
Market Data and Outlook

Commercial and industrial storage capacity surges as utility pairing shifts

Global energy storage is set to surpass 7 TWh by 2035, with commercial and industrial segments accelerating fastest.

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October 14, 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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