Solmar Capital, Author at Solmar Capital

Policy and Regulation

A Virginia bill would impose a three-year moratorium on new data center approvals statewide starting July 2027.

October 21, 2026

Data Centers and AI Infrastructure

Central Georgia Electric Membership Corp. will deploy up to 50 MW of home batteries with Base Power to manage peak load and support new data centers.

October 21, 2026

Data Centers and AI Infrastructure

AI-driven data center development is intensifying U.S. infrastructure challenges as power, site selection, and permitting drive strategy.

October 21, 2026

Grid Operations and Technology

Google will fund a 100 MW virtual power plant in PJM, reflecting new capacity strategies as surging data center demand strains the grid.

October 20, 2026

Policy and Regulation

A Virginia bill proposes a three-year statewide halt on data center approvals, blocking new permits for digital infrastructure from July 2027.

October 20, 2026

Market Data and Outlook

National storage targets for 2030 reach 822 GW, far below the 1,500 GW global commitment made at COP29 by 74 countries.

October 20, 2026

Manufacturing and Supply Chain

A federal patent dispute reveals Tesla’s $10.1 billion Texas solar factory will import 10 GW of ingot and wafer equipment to expand U.S. production.

October 19, 2026

Grid Operations and Technology

U.S. nuclear operators are making billion-dollar investments in reactor upgrades to boost electricity output for AI data centers.

October 19, 2026

Policy and Regulation

Norway’s Green Party has proposed easing restrictions on plug-in solar and home batteries, targeting new rules by the end of 2027.

October 19, 2026

Market Data and Outlook

Oil and gas exporters can increase export revenues by shifting domestic consumption to renewables, as seen with Norway’s broad electrification.

October 19, 2026