Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

FERC clears SPP topology optimization plan to reduce grid congestion

Federal regulators have approved Southwest Power Pool’s ‘topology optimization’ proposal, a move aimed at reducing congestion and curtailment costs across a 17-state region.

August 21, 2026

Market Data and Outlook

Clean energy capital spending set to reach $180 billion in 2026

US clean energy and manufacturing capex reached $74 billion in H1 2026, with yearly investments tracking to $180 billion, driven by power market and data center growth.

August 20, 2026

Grid Operations and Technology

Appalachian Power seeks 800MW BESS in new Virginia procurement

Appalachian Power issues requests for proposals for up to 800MW of energy storage resources in Virginia, marking a significant push for utility-scale battery capacity.

August 20, 2026

Policy and Regulation

Pennsylvania offers fast-track permits for data centers with new power

Pennsylvania will prioritize permitting reviews for data centers over 25 MW that commit to state-set power and environmental standards, altering the energy procurement landscape for new digital infrastructure.

August 20, 2026

Data Centers and AI Infrastructure

Duos Technologies reports strong Q2 on edge data center expansion

Duos Technologies delivers nearly 30% revenue growth, secures major hosting agreements, and affirms full-year outlook as it accelerates its US edge data center and AI infrastructure buildout.

August 20, 2026

Market Data and Outlook

Northwest council details 11 GW new generation, 5 GW storage plan

The Northwest Power and Conservation Council’s draft Ninth Power Plan calls for 11 GW of new generation and 5.2 GW of storage by 2032, as data centers and electrification spur demand across four states.

August 19, 2026

Grid Operations and Technology

EDP adds 92 MW battery storage to Sandrini Solar in California

EDP Renewables North America has completed a 92 MW/368 MWh battery energy storage system co-located with its 300 MW Sandrini Solar project in Kern County, CA, with full storage output contracted to Redwood Coast Energy Authority.

August 19, 2026

Manufacturing and Supply Chain

LG Energy Solution expands Michigan battery manufacturing footprint

LG Energy Solution has opened its second Michigan battery plant in Lansing, targeting over 35 GWh annual capacity and securing 80% of ESS manufacturing in North America.

August 19, 2026

Data Centers and AI Infrastructure

Duos Technologies inks $500M data center deal with Axe Compute

Duos Technologies Group has signed five-year hosting agreements with Axe Compute, securing 55 MW of AI data center capacity valued at over $500 million across multiple US sites.

August 19, 2026

Finance and Transactions

Dimension Energy secures $857 million for distributed solar buildout

Dimension Energy has raised $857 million to support 29 distributed solar projects in five US states, expanding its pipeline and credit facility to target 1GW of assets by 2028.

August 18, 2026