Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

PJM Board moves to address grid reliability and large load growth

PJM’s Board initiates new procurement and bilateral contracting measures to address reliability gaps and rising demand from large load projects.

July 28, 2026

Market Data and Outlook

Battery storage capacity to expand sixfold by 2030

Global battery storage capacity is projected to rise sixfold by 2030, with the US and China leading installations amid surging demand from utilities and data centers.

July 28, 2026

Finance and Transactions

NextEra advances Dominion Energy merger, targets late 2027 close

NextEra executives target late 2027 for closing the Dominion Energy merger, emphasizing scale, bill credits, and major infrastructure growth, amid regulatory reviews.

July 28, 2026

Grid Operations and Technology

Sungrow delivers 70 MW BESS to Swedish grid for Nordic reliability

Sungrow’s PowerTitan 2.0 system enters commercial operation in Ånge, Sweden, marking the largest battery storage project in the Nordics and bolstering grid flexibility.

July 27, 2026

Grid Operations and Technology

Ameren Missouri plans 2.1 GW gas plant to support grid reliability

Ameren Missouri intends to build the 2,100 MW West Alton Energy Center to provide baseload power, targeting a 2031 completion and supporting Missouri’s grid during both routine operations and peak demand.

July 27, 2026

Manufacturing and Supply Chain

Canadian Solar subsidiary opens 6 GW cell plant in Indiana

CS PowerTech, a Canadian Solar subsidiary, inaugurates phase one of its new Indiana solar cell factory, aiming for 6 GW annual capacity and supporting U.S. module production.

July 27, 2026

Grid Operations and Technology

AMI 2.0 smart meters shift US grid to advanced edge computing

As first-generation AMI devices near retirement, utilities across the US are preparing for a transition to new smart meters equipped with edge computing capabilities, marking a significant transformation in grid management.

July 27, 2026

Market Data and Outlook

Mega-deals and data center demand drive power sector this week

Brookfield’s $7B storage buy, Google’s record solar build, and data center power deals highlighted rising pressure on US energy infrastructure this week.

July 24, 2026

Manufacturing and Supply Chain

GE Vernova gas turbine backlog surges on data center demand

GE Vernova’s gas turbine order backlog reached 116 GW in Q2 2026, with rising demand driven by utilities and data center operators.

July 24, 2026

Finance and Transactions

Meta signs PPA for 172 MW Louisiana solar project

Meta and Lightsource bp have executed a power purchase agreement for 172 MW of new solar capacity in Acadia Parish, Louisiana, bolstering renewable energy supply and local energy infrastructure.

July 24, 2026