Solmar Capital, Author at Solmar Capital

Data Centers and AI Infrastructure

Data center demand drives $6.3B PJM capacity auction cost

Data centers accounted for 38% of PJM’s latest capacity auction charges, totaling $6.3 billion and highlighting a substantial shift in grid demand and costs.

July 22, 2026

Grid Operations and Technology

SRP advances Marigold Energy Center with solar, storage, and gas

Salt River Project is seeking board approval for the Marigold Energy Center, a large hybrid facility near Phoenix with solar, battery storage, and gas generation to meet rising demand.

July 22, 2026

Grid Operations and Technology

Spearmint Energy secures permit for 600MWh BESS in Minnesota

Spearmint Energy has received site approval for a 150MW/600MWh battery energy storage project in Freeborn County, Minnesota, expanding grid storage capacity in the Upper Midwest.

July 21, 2026

Data Centers and AI Infrastructure

VIVIFY showcases hydrogen energy units for disaster and data center use

VIVIFY Technology demonstrated its hydrogen-based power and emissions solutions to Florida gubernatorial candidate Byron Donalds, emphasizing disaster recovery and data center energy needs.

July 21, 2026

Finance and Transactions

Exus secures $356m for Cambria and Highland North wind repowers

Exus Renewables North America has closed $356 million in financing for the repowering of two wind farms in Cambria County, Pennsylvania, expanding its regional wind energy footprint.

July 21, 2026

Policy and Regulation

Australia to require net energy generation from large data centers

Australia plans new legislation to require large-scale data centers to contribute at least as much energy to the grid as they consume, setting a precedent for digital infrastructure operators.

July 21, 2026

Transmission and Interconnection

Senate bill advances Texas-style interconnection option for US grid

A new US Senate bill would require RTOs and ISOs to offer a ‘connect and manage’ interconnection model, modeled on ERCOT’s approach, to accelerate the integration of power generation and storage facilities.

July 21, 2026

Data Centers and AI Infrastructure

Duos Edge AI secures 10 MW, five-year colocation deal in Georgia

Duos Edge AI signs a $111 million, five-year colocation agreement to add 10 MW at its Columbus, Georgia campus, doubling site capacity to 20 MW by late 2026.

July 21, 2026

Policy and Regulation

Palmetto Launches Residential Battery Storage Subscription Across 25 States

Palmetto’s new subscription model enables residential battery storage deployment in 25 US states, lowering access barriers and supporting grid resilience.

July 21, 2026

Data Centers and AI Infrastructure

Musk companies scale up US AI data center infrastructure

Tesla, X Corp, and xAI are aggressively expanding their US data center footprint with a focus on AI compute clusters and custom silicon, signaling sustained demand for high-performance power and network capacity.

July 21, 2026