Solmar Capital, Author at Solmar Capital

Data Centers and AI Infrastructure

Rising VMware Migration Trends Reflect Evolving Virtualization Needs

Increasing VMware migration activity underscores shifting business requirements, cost pressures, and evolving infrastructure dynamics in enterprise IT.

June 26, 2026

Market Data and Outlook

Renewable Energy PPA Prices Set to Surge Post-July 4 Tax Credit Deadline

The expiration of key tax credits on July 4 threatens to significantly increase renewable energy PPA prices, with ERCOT projects particularly impacted by surging no-tax-credit premiums.

June 26, 2026

Grid Operations and Technology

Tesla, Sunrun, and Renew Home Launch 16GW Virtual Power Plant Framework in PJM Region

Tesla, Sunrun, and Renew Home have partnered to deploy a 16GW virtual power plant, enhancing grid reliability and capacity in the PJM power market.

June 25, 2026

Manufacturing and Supply Chain

U.S. Solar Cell Technology Leadership: Charting the Path to 2030

The future of U.S. solar cell technology hinges on developing independent manufacturing roadmaps and securing domestic material supply chains.

June 25, 2026

Grid Operations and Technology

Dominion Energy Virginia Issues RFI for Long-Duration Energy Storage Technologies

Dominion Energy Virginia seeks detailed insights on long-duration energy storage systems to enhance grid resilience and support regional clean energy goals.

June 24, 2026

Data Centers and AI Infrastructure

Wood Mackenzie Expands Demand-Driven Grid Modeling with LandGate Acquisition Amid U.S. Data Center Growth

Wood Mackenzie’s acquisition of LandGate highlights a pivotal shift toward demand-centric grid analysis as data centers drive significant U.S. electricity load growth.

June 24, 2026

Policy and Regulation

Expansion of Energy Storage Listings in Hong Kong Highlights Market Evolution

Hong Kong’s energy storage sector gains momentum with new IPO filings and approvals, signaling regional growth and increased infrastructure investment.

June 24, 2026

Manufacturing and Supply Chain

TALON PV’s Cell Manufacturing Platform to Strengthen U.S. Solar Supply Chain

TALON PV’s establishment of a 9.6 GW domestic solar cell manufacturing capacity marks a pivotal step in securing U.S. leadership in photovoltaic technology and supply chain resilience.

June 23, 2026

Policy and Regulation

U.S. Polysilicon Trade Decision Delayed, Extending Regulatory Uncertainty for Solar Sector

The postponement of the U.S. polysilicon Section 232 trade ruling to August extends uncertainty for large-scale solar developers, affecting supply chain dynamics and project timelines.

June 22, 2026

Policy and Regulation

Restricting U.S. Wind and Solar Growth Risks $121 Billion in Energy Costs

Limiting new wind and solar projects in the U.S. threatens to increase reliance on natural gas, destabilizing power markets and driving up costs for consumers.

June 20, 2026