Solmar Capital, Author at Solmar Capital

Market Data and Outlook

Major power and fiber deals, record battery storage growth, and evolving grid strategies defined this week, as clean capacity hit 388 GW.

September 11, 2026

Data Centers and AI Infrastructure

SolarEdge and Infineon are extending their partnership to introduce ultra-fast solid-state DC fault protection to AI data centers.

September 11, 2026

Finance and Transactions

Clearwave and Visionary Broadband are merging to create a fiber platform spanning 17 states, serving about 700,000 homes and businesses.

September 11, 2026

Policy and Regulation

Google and Xcel are among those supporting MISO’s proposal for expedited 90-day interconnection reviews of zero-injection large loads.

September 11, 2026

Market Data and Outlook

The EIA expects U.S. solar generation to rise 21% in 2026 and 18% in 2027, driven by data centers and manufacturing demand.

September 11, 2026

Finance and Transactions

The US DOE has closed a $1.9 billion loan to NextEra Energy for restarting Iowa’s only nuclear plant, bringing 615 MW back online.

September 10, 2026

Manufacturing and Supply Chain

Array Technologies has launched a $50 million, 216,000-square-foot solar tracker facility in Albuquerque, supporting 300 skilled jobs.

September 10, 2026

Market Data and Outlook

US utility-scale clean power capacity rose 45% year-over-year in Q2 2026, reaching 388 GW, driven by solar, wind, and battery storage.

September 10, 2026

Data Centers and AI Infrastructure

Google has contracted for 86 MW of solar and 380 MWh of storage including zinc batteries at a former West Virginia coal mine.

September 9, 2026

Data Centers and AI Infrastructure

Z Squared has acquired a data center campus in Arkansas with 8 MW of existing service and plans to target over 150 MW for AI colocation deployments.

September 9, 2026