Solmar Capital, Author at Solmar Capital

Policy and Regulation

FCC expands foreign inverter ban to include wired equipment

The FCC broadened its ban on foreign inverters to cover all grid-interactive models with Ethernet or other remote connectivity hardware.

August 24, 2026

Market Data and Outlook

India sets record with 3 GW open-access solar addition in Q2

India installed a record 3 GW of open-access solar capacity in Q2 2026, fueled by rising C&I demand and regulatory pressures.

August 24, 2026

Market Data and Outlook

Deals, demand, and grid strain set the pace for US energy

Major M&A, record data center deals, and shifting grid dynamics drove a pivotal week for US energy buyers. Here’s what mattered most for institutional investors.

August 21, 2026

Policy and Regulation

New Jersey BPU advances 150MW behind-the-meter storage plan

New Jersey’s Board of Public Utilities released a proposal for about 150MW of behind-the-meter energy storage, signaling a measured push to expand distributed storage under the state’s incentive program.

August 21, 2026

Grid Operations and Technology

FERC clears SPP topology optimization plan to reduce grid congestion

Federal regulators have approved Southwest Power Pool’s ‘topology optimization’ proposal, a move aimed at reducing congestion and curtailment costs across a 17-state region.

August 21, 2026

Market Data and Outlook

Clean energy capital spending set to reach $180 billion in 2026

US clean energy and manufacturing capex reached $74 billion in H1 2026, with yearly investments tracking to $180 billion, driven by power market and data center growth.

August 20, 2026

Grid Operations and Technology

Appalachian Power seeks 800MW BESS in new Virginia procurement

Appalachian Power issues requests for proposals for up to 800MW of energy storage resources in Virginia, marking a significant push for utility-scale battery capacity.

August 20, 2026

Policy and Regulation

Pennsylvania offers fast-track permits for data centers with new power

Pennsylvania will prioritize permitting reviews for data centers over 25 MW that commit to state-set power and environmental standards, altering the energy procurement landscape for new digital infrastructure.

August 20, 2026

Data Centers and AI Infrastructure

Duos Technologies reports strong Q2 on edge data center expansion

Duos Technologies delivers nearly 30% revenue growth, secures major hosting agreements, and affirms full-year outlook as it accelerates its US edge data center and AI infrastructure buildout.

August 20, 2026

Market Data and Outlook

Northwest council details 11 GW new generation, 5 GW storage plan

The Northwest Power and Conservation Council’s draft Ninth Power Plan calls for 11 GW of new generation and 5.2 GW of storage by 2032, as data centers and electrification spur demand across four states.

August 19, 2026