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

Deals, storage surges, and grid reforms shape US energy week

This week saw nearly $5 billion in new deals and financings, including major storage and data center projects, led by a $4 billion generator deal.

October 16, 2026

Data Centers and AI Infrastructure

Nightpeak Energy doubles Texas BESS capacity with Bocanova 2 launch

Nightpeak Energy has brought the 150 MW / 300 MWh Bocanova 2 project online in Texas, doubling the site’s battery storage capacity to 600 MWh.

October 16, 2026

Policy and Regulation

NERC reliability standards for data centers advance to board vote

NERC stakeholders approved reliability standards for AI data centers and crypto miners with loads of 50 MW or more.

October 16, 2026

Finance and Transactions

AEP to purchase up to 1.6 GW Mainspring generators over eight years

American Electric Power will buy up to 1.6 GW of Mainspring linear generators over eight years in a deal valued at up to $4 billion.

October 16, 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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