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

US finalizes tariffs on solar imports from India, Indonesia, Laos

The ITC has approved antidumping and countervailing duties on solar modules from India, Indonesia, and Laos starting November 2026.

October 15, 2026

Grid Operations and Technology

Battery failure rates drop sharply, older systems flagged for upgrades

The global failure rate for lithium-ion battery storage fell 98 percent from 2018 to 2025, per EPRI, but older systems face higher risks.

October 15, 2026

Transmission and Interconnection

PJM to review SoftBank’s 10 GW AI project using Ohio state framework

PJM will study SoftBank’s planned 10 GW AI data center and 10.2 GW gas-fired generation project in Ohio under a state agreement process.

October 15, 2026

Data Centers and AI Infrastructure

3C and Datalec merger forms $400M AI data center platform

3C and Datalec have merged to create 3C Datalec, projecting over $400 million in 2026 revenue from AI-driven data center infrastructure.

October 15, 2026

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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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