Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

ERCOT weekly peak load sets new record, underpinned by solar

ERCOT’s hourly load averaged a record 74.5 GW during the week of August 22, exceeding 2023’s mark by 6 percent due to sustained heat.

September 9, 2026

Finance and Transactions

Verizon secures multibillion-dollar fiber supply from Corning

Verizon will receive over 80 million miles of fiber from Corning between 2027 and 2032 under a multibillion-dollar deal.

September 9, 2026

Data Centers and AI Infrastructure

Thailand suspends new data center construction for regulatory review

Thailand has paused all new data center builds and approvals as authorities seek to establish unified regulations for the sector.

September 8, 2026

Data Centers and AI Infrastructure

PJM launches 6GW capacity auction to address data center surge

PJM has initiated a 6GW backstop auction aimed at managing increased data center demand in its interconnection territory.

September 8, 2026

Grid Operations and Technology

AI data center loads push utilities to adopt new grid study methods

Emerging AI training campuses with loads over 1,000 MW prompt U.S. utilities to revise grid planning methodologies.

September 8, 2026

Market Data and Outlook

Data center energy demand and storage deals shaped this week’s outlook

This week saw record U.S. battery growth and AI data center power deals dominate as grid constraints intensified across several ISO regions.

September 4, 2026

Transmission and Interconnection

Eastern Interconnection transmission projects could yield $15.3B in value

A new study finds 13 targeted transmission projects in the Eastern Interconnection could deliver $15.3 billion in net system value.

September 4, 2026

Manufacturing and Supply Chain

Manufacturers scale up US grid equipment capacity amid soaring demand

US grid equipment manufacturers are investing over $900 million to expand domestic production as electricity demand is set to climb 50 percent by 2050.

September 4, 2026

Data Centers and AI Infrastructure

AI rack density drives modular data center shift in the US

Factory-built modular data center infrastructure is gaining ground as AI-driven rack densities climb to hundreds of kilowatts.

September 4, 2026

Manufacturing and Supply Chain

Bulk-power import ban heightens U.S. transformer shortfall

A new executive order targeting foreign-made bulk-power equipment is set to exacerbate a critical U.S. transformer shortage by 15 percent.

September 3, 2026