Solmar Capital, Author at Solmar Capital

Data Centers and AI Infrastructure

UT Austin study: desalinated Permian wastewater could cool Texas data centers

Researchers at UT Austin propose using desalinated Permian Basin wastewater for AI data center cooling, reducing pressure on local freshwater resources.

October 19, 2026

Market Data and Outlook

Deals, storage surges, and grid reforms shape US energy week

This week saw nearly $5 billion in new deals and financings, including major storage and data center projects, led by a $4 billion generator deal.

October 16, 2026

Data Centers and AI Infrastructure

Nightpeak Energy doubles Texas BESS capacity with Bocanova 2 launch

Nightpeak Energy has brought the 150 MW / 300 MWh Bocanova 2 project online in Texas, doubling the site’s battery storage capacity to 600 MWh.

October 16, 2026

Policy and Regulation

NERC reliability standards for data centers advance to board vote

NERC stakeholders approved reliability standards for AI data centers and crypto miners with loads of 50 MW or more.

October 16, 2026

Finance and Transactions

AEP to purchase up to 1.6 GW Mainspring generators over eight years

American Electric Power will buy up to 1.6 GW of Mainspring linear generators over eight years in a deal valued at up to $4 billion.

October 16, 2026

Manufacturing and Supply Chain

US finalizes tariffs on solar imports from India, Indonesia, Laos

The ITC has approved antidumping and countervailing duties on solar modules from India, Indonesia, and Laos starting November 2026.

October 15, 2026

Grid Operations and Technology

Battery failure rates drop sharply, older systems flagged for upgrades

The global failure rate for lithium-ion battery storage fell 98 percent from 2018 to 2025, per EPRI, but older systems face higher risks.

October 15, 2026

Transmission and Interconnection

PJM to review SoftBank’s 10 GW AI project using Ohio state framework

PJM will study SoftBank’s planned 10 GW AI data center and 10.2 GW gas-fired generation project in Ohio under a state agreement process.

October 15, 2026

Data Centers and AI Infrastructure

3C and Datalec merger forms $400M AI data center platform

3C and Datalec have merged to create 3C Datalec, projecting over $400 million in 2026 revenue from AI-driven data center infrastructure.

October 15, 2026

Finance and Transactions

energyRe closes $815 million financing for South Carolina solar

energyRe secured $815 million in financing for five solar projects in South Carolina, targeting 360 MW of new power capacity.

October 14, 2026