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Insights

The latest in energy and data center infrastructure.

Policy moves, new projects, and the trends reshaping power, land, and grid access for the markets we serve.

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Policy and Regulation

NV Energy Demand Charge Proposal Poses Challenges for Nevada Rooftop Solar

A proposed rate design change in Nevada risks reducing the economic viability of rooftop solar, complicating the state’s clean energy transition and infrastructure modernization.

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March 27, 2026
Grid Operations and Technology

esVolta Advances Texas Grid Resilience with $140M Battery Storage Financing

esVolta secures nearly $140 million financing for the 300MWh Boxcar battery project, enhancing energy storage capacity and grid flexibility in Texas.

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March 27, 2026
Manufacturing and Supply Chain

Top 100 PV Manufacturers in 2026: Industry Leadership and Emerging Trends

A comprehensive ranking of the leading 100 photovoltaic manufacturers highlights China’s dominance, the rise of Indian firms, and the evolving global solar supply chain landscape.

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March 26, 2026
Market Data and Outlook

PowerOak Files for Hong Kong IPO, Marking a Milestone in Portable Energy Storage

PowerOak’s IPO application signals growing market maturation in portable energy storage, underscoring evolving infrastructure and regulatory dynamics.

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March 26, 2026
Data Centers and AI Infrastructure

Second-Life EV Batteries Enable Microgrid Expansion for Data Centers in Nevada

Crusoe and Redwood Energy are advancing microgrid infrastructure in Sparks, Nevada by repurposing second-life electric vehicle batteries paired with solar power to support modular data centers.

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March 26, 2026
Manufacturing and Supply Chain

American Battery Factory Advances Arizona LFP Gigafactory with 4.5GWh Offtake Agreements

American Battery Factory has secured offtake agreements for 4.5GWh of its Arizona lithium iron phosphate gigafactory output, marking a significant milestone in U.S. battery manufacturing.

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March 26, 2026
Data Centers and AI Infrastructure

Zelestra Advances 440 MW Texas Solar Portfolio to Power Meta with $600 Million Financing

Zelestra secures $600 million to develop a 440 MW solar project in ERCOT, underscoring Big Tech’s growing influence in corporate renewable procurement and regional grid transformation.

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March 25, 2026
Grid Operations and Technology

Arevon, Banpu Power, and Energy Vault Advance Major Battery Storage Projects in the US

Arevon initiates a 1GWh battery storage project in California while Banpu Power and Energy Vault acquire Texas-based BESS assets, collectively expanding US grid-scale energy storage capacity.

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March 25, 2026
Market Data and Outlook

U.S. Energy Storage Set to Surge to 18.9 GW by 2025

U.S. energy storage installations are projected to reach a record 18.9 GW by 2025, driven by growth in utility-scale and residential sectors amid evolving grid needs and policy support.

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March 24, 2026
Policy and Regulation

Australia Boosts Battery Storage with 5.5GWh Added to EPBC Act Across Three States

Australia has expanded its Environment Protection and Biodiversity Conservation Act pipeline by incorporating 5.5GWh of new battery energy storage projects across multiple states, reinforcing the nation’s clean energy transition.

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March 24, 2026
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