Solmar Capital, Author at Solmar Capital

Market Data and Outlook

Mega-deals, data center power, and grid reforms defined the week

Major financings, surging data center demand, and new grid rules dominated a pivotal week. Transmission costs and gas turbine orders highlight challenges and shifts for institutional buyers.

August 14, 2026

Manufacturing and Supply Chain

Tesla seeks $10B tax break for Texas solar manufacturing campus

Tesla is pursuing a $10.1 billion integrated solar manufacturing facility near Houston, aiming to build ingots, wafers, and panels domestically, but 100 GW of capacity may exceed current plans.

August 14, 2026

Grid Operations and Technology

Arevon delivers 1,200 MWh Nighthawk battery project for PG&E

Arevon Energy’s Nighthawk facility, a 300-MW/1,200-MWh standalone battery storage installation, is now operational for PG&E in Poway, California, enhancing grid reliability and community value.

August 14, 2026

Transmission and Interconnection

ATC progresses 345-kV transmission upgrade in central Wisconsin

ATC advances a major 345-kV transmission project in central Wisconsin, marking milestones in grid reliability and regional power infrastructure.

August 14, 2026

Data Centers and AI Infrastructure

PJM to consider new reliability rules for data centers after 3.8 GW outage

PJM is exploring stricter interconnection requirements for data centers and crypto loads after a record 3,800 MW outage in Virginia revealed sensitivities in digital infrastructure to common grid faults.

August 14, 2026

Market Data and Outlook

US battery storage capacity surges to 52 GW, doubling ahead

US utility-scale battery storage has grown at a 70% annual rate, reaching 52 GW by June 2026, with another 54 GW in the development pipeline through 2028.

August 13, 2026

Transmission and Interconnection

Dominion ordered to allocate transmission costs to data centers

Virginia regulators have ruled that Dominion Energy must directly assign certain transmission infrastructure costs to data centers, reshaping grid cost recovery as the sector expands.

August 13, 2026

Market Data and Outlook

Texas grid faces peak demand surge, struggles with supply limits

Texas power demand could reach 120 GW by 2030, but new large industrial and data center loads face major grid supply shortfalls due to generation bottlenecks, gas turbine shortages, and interconnection delays.

August 13, 2026

Finance and Transactions

Avantus secures $1.05 billion facility for solar and storage buildout

Avantus has closed a $1.05 billion corporate credit facility to accelerate its solar PV and battery storage portfolio, signaling heightened investor confidence in large-scale renewable infrastructure.

August 12, 2026

Manufacturing and Supply Chain

Siemens Energy expands gas turbine output amid surging US demand

Siemens Energy’s gas turbine order backlog climbs to 69 GW as the company ramps up manufacturing to meet record demand, led largely by US data center and grid growth.

August 12, 2026