Solmar Capital, Author at Solmar Capital

Grid Operations and Technology

Utilities shift wildfire resiliency from construction to grid intelligence

With mounting wildfire risk, utilities are moving beyond grid hardening to targeted, intelligence-driven solutions enabled by sensors, automation, and real-time analytics.

August 18, 2026

Policy and Regulation

Utilities focus on project delivery and cost protections in Q2

U.S. utilities in Q2 2026 pressed project execution and protected ratepayers amid rising data center demand and political scrutiny, with significant supply chain backlogs and renewed regulatory focus.

August 18, 2026

Transmission and Interconnection

DOE cancels three major transmission corridors amid policy shift

The Department of Energy will not advance three designated transmission corridors, citing cost and reliability concerns linked to previous policy objectives.

August 18, 2026

Market Data and Outlook

Battery storage enables new phase of flexible solar deployment

A new report underscores energy storage’s role in turning solar into a round-the-clock grid resource, redefining renewable economics for US energy markets.

August 17, 2026

Finance and Transactions

Brookfield and La Caisse complete $6.5bn Boralex buyout

Brookfield Asset Management and La Caisse have closed a $6.5bn acquisition of Boralex, in a transaction supporting major renewable investment and energy transition targets.

August 17, 2026

Transmission and Interconnection

AI-driven demand intensifies strain on North America’s grid

North America’s grid faces mounting strain as AI, electrification, and data center demand drive record load growth. Interconnection delays and grid readiness are reshaping infrastructure investment strategies.

August 17, 2026

Market Data and Outlook

Mega-deals, data center power, and grid reforms defined the week

Major financings, surging data center demand, and new grid rules dominated a pivotal week. Transmission costs and gas turbine orders highlight challenges and shifts for institutional buyers.

August 14, 2026

Manufacturing and Supply Chain

Tesla seeks $10B tax break for Texas solar manufacturing campus

Tesla is pursuing a $10.1 billion integrated solar manufacturing facility near Houston, aiming to build ingots, wafers, and panels domestically, but 100 GW of capacity may exceed current plans.

August 14, 2026

Grid Operations and Technology

Arevon delivers 1,200 MWh Nighthawk battery project for PG&E

Arevon Energy’s Nighthawk facility, a 300-MW/1,200-MWh standalone battery storage installation, is now operational for PG&E in Poway, California, enhancing grid reliability and community value.

August 14, 2026

Transmission and Interconnection

ATC progresses 345-kV transmission upgrade in central Wisconsin

ATC advances a major 345-kV transmission project in central Wisconsin, marking milestones in grid reliability and regional power infrastructure.

August 14, 2026