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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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Grid Operations and Technology

Google funds 100 MW virtual power plant to meet PJM demand

Google will fund a 100 MW virtual power plant in PJM, reflecting new capacity strategies as surging data center demand strains the grid.

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October 20, 2026
Policy and Regulation

Virginia bill calls for freeze on new data centers and permits

A Virginia bill proposes a three-year statewide halt on data center approvals, blocking new permits for digital infrastructure from July 2027.

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October 20, 2026
Market Data and Outlook

Global battery storage targets lag COP29 pledge by 45 percent

National storage targets for 2030 reach 822 GW, far below the 1,500 GW global commitment made at COP29 by 74 countries.

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October 20, 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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