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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.

All Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission
Grid Operations and Technology

Utilities turn to dynamic controls for grid resilience

Switched Source CEO Charles Murray says automated power-flow solutions can unlock grid capacity and lower costs for resilience.

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October 7, 2026
Policy and Regulation

Senate bill seeks to expedite federal energy permitting

A bipartisan Senate bill aims to accelerate federal permitting for energy projects, with provisions affecting data centers and renewables.

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October 7, 2026
Market Data and Outlook

Maryland’s first bulk storage awards secure 440 MW for PJM grid

Maryland awarded 440 MW of grid-scale storage in its inaugural procurement, addressing a PJM capacity gap but below its 800 MW target.

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October 7, 2026
Policy and Regulation

NERC compliance requirements shape US solar project design

NERC obligations for solar projects over 20 MVA and 60 kV interconnection must be embedded early in design, not added at commissioning.

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October 6, 2026
Market Data and Outlook

Negative electricity prices surge in Iberia on record solar output

Spain recorded 596 and Portugal 462 hours of negative electricity prices in Q2 2026 after a surge in solar power generation.

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October 6, 2026
Data Centers and AI Infrastructure

ASG: power now shapes digital infrastructure strategies

ASG CEO Jarrett Appleby says power supply has overtaken demand as the key limiter for US data center development.

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October 6, 2026
Finance and Transactions

Amazon inks 20-year PPA to expand Calvert Cliffs nuclear plant

Amazon and Constellation struck a 20-year deal supporting over $3 billion in upgrades and new capacity at Maryland’s 1,790 MW nuclear plant.

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October 6, 2026
Finance and Transactions

Over 100 investors eye Enerparc’s solar assets as insolvency sale advances

Enerparc has drawn interest from over 100 potential investors amid insolvency, with a first transaction expected in December 2026.

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October 5, 2026
Manufacturing and Supply Chain

Wärtsilä and RCT create new joint storage integrator Valo

Wärtsilä and RCT Solutions launched Valo, a storage integrator with 20 GWh of projects, expecting losses until late 2027.

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October 5, 2026
Data Centers and AI Infrastructure

Onsite solar and storage offer C&I users cost control amid grid pressures

Onsite solar and battery storage provide commercial power users a hedge against gas price swings and help reduce long-term energy costs.

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October 5, 2026
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