Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

AI data centers must be designed to minimize grid stress and support new energy generation, according to leading US infrastructure firms.

September 3, 2026

Policy and Regulation

Brazil’s Senate approved a tax incentive plan requiring data centers to use renewable or low-emission energy sources, driving new PPA demand.

September 3, 2026

Market Data and Outlook

The US installed a record 20.2 GWh of energy storage capacity in Q2 2026, driven by surging demand and utility-scale projects.

September 3, 2026

Finance and Transactions

Google will procure up to 396 megawatts of geothermal power from Fervo Energy’s Cape Station in Utah for data center operations.

September 3, 2026

Data Centers and AI Infrastructure

The hyperscale data center market is set to expand at a 6.2% CAGR as power and compute demands surge with new AI workloads.

September 3, 2026

Manufacturing and Supply Chain

Canadian Solar delivered 3.7GWh of battery energy storage in Q2 2026, a 73 percent increase over the previous year.

September 2, 2026

Grid Operations and Technology

PJM has issued a Maximum Generation Alert for September 2 as forecasted peak demand rises above 152,000 MW due to persistent heat.

September 2, 2026

Policy and Regulation

The California Legislature has passed multiple new bills in 2026 to encourage distributed solar and energy storage development statewide.

September 2, 2026

Market Data and Outlook

The US installed a record 20.2 GWh of new energy storage in Q2 2026, pushing total capacity to 165 GWh nationwide.

September 2, 2026

Data Centers and AI Infrastructure

MISO has filed new reliability requirements for loads above 50 MW, targeting data centers and computational sites with tailored standards.

September 2, 2026