Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

PJM has issued a Maximum Generation Alert for September 2 as forecasted peak demand rises above 152,000 MW due to persistent heat.

September 2, 2026

Policy and Regulation

The California Legislature has passed multiple new bills in 2026 to encourage distributed solar and energy storage development statewide.

September 2, 2026

Market Data and Outlook

The US installed a record 20.2 GWh of new energy storage in Q2 2026, pushing total capacity to 165 GWh nationwide.

September 2, 2026

Data Centers and AI Infrastructure

MISO has filed new reliability requirements for loads above 50 MW, targeting data centers and computational sites with tailored standards.

September 2, 2026

Data Centers and AI Infrastructure

Data centers are turning to bespoke infrastructure solutions to meet stringent AI compute and cooling requirements for 2026 and beyond.

September 1, 2026

Policy and Regulation

California alleges the Trump administration reduced offshore wind lease values before offering developers $120 million for lease cancellation.

September 1, 2026

Manufacturing and Supply Chain

NeoVolta Power and SK On have agreed on an 18 GWh U.S. battery cell and pack collaboration running from 2027 through 2031.

September 1, 2026

Grid Operations and Technology

NERC has issued a high-level reliability alert as AI data centers drive gigawatt-scale power fluctuations across the US grid.

September 1, 2026

Finance and Transactions

SLB will spend $3.4 billion to expand into infrastructure powering AI data center growth.

September 1, 2026

Market Data and Outlook

Data center operators are moving toward custom infrastructure solutions to accommodate high-density AI workloads and intensive cooling needs.

September 1, 2026