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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.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission
Manufacturing and Supply Chain

Patent suit reveals 10 GW solar equipment for Tesla Texas factory

A federal patent dispute reveals Tesla’s $10.1 billion Texas solar factory will import 10 GW of ingot and wafer equipment to expand U.S. production.

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October 19, 2026
Grid Operations and Technology

U.S. nuclear plants pursue upgrades to bolster grid capacity

U.S. nuclear operators are making billion-dollar investments in reactor upgrades to boost electricity output for AI data centers.

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October 19, 2026
Policy and Regulation

Norwegian Green Party proposes legalizing plug-in solar and batteries

Norway’s Green Party has proposed easing restrictions on plug-in solar and home batteries, targeting new rules by the end of 2027.

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October 19, 2026
Market Data and Outlook

Oil exporters leverage renewables to boost economic value

Oil and gas exporters can increase export revenues by shifting domestic consumption to renewables, as seen with Norway’s broad electrification.

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October 19, 2026
Data Centers and AI Infrastructure

UT Austin study: desalinated Permian wastewater could cool Texas data centers

Researchers at UT Austin propose using desalinated Permian Basin wastewater for AI data center cooling, reducing pressure on local freshwater resources.

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October 19, 2026
SOLMAR INFRASTRUCTURE BRIEF

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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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