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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

Finance and Transactions

Clearwave and Visionary to merge, forming 17-state fiber platform

Clearwave and Visionary Broadband are merging to create a fiber platform spanning 17 states, serving about 700,000 homes and businesses.

September 11, 2026

Finance and Transactions

DOE backs Duane Arnold nuclear restart with $1.9 billion loan

The US DOE has closed a $1.9 billion loan to NextEra Energy for restarting Iowa’s only nuclear plant, bringing 615 MW back online.

September 10, 2026

Finance and Transactions

Verizon secures multibillion-dollar fiber supply from Corning

Verizon will receive over 80 million miles of fiber from Corning between 2027 and 2032 under a multibillion-dollar deal.

September 9, 2026

Finance and Transactions

Google signs 396 MW PPA with Fervo Energy for Utah geothermal

Google will procure up to 396 megawatts of geothermal power from Fervo Energy’s Cape Station in Utah for data center operations.

September 3, 2026

Finance and Transactions

SLB commits $3.4 billion to AI data center expansion

SLB will spend $3.4 billion to expand into infrastructure powering AI data center growth.

September 1, 2026

Finance and Transactions

Greenvolt secures $254m UniCredit bridge loan for Polish battery storage

Greenvolt Power received €218m from UniCredit to finance two 400MW/1.6GWh battery storage projects in Ełk and Turośń, Poland.

August 28, 2026

Finance and Transactions

Princeton NuEnergy lands $50M DOE grant for Georgia battery recycling

Princeton NuEnergy secured a $50 million Department of Energy grant to build a $110 million closed-loop battery recycling facility in Georgia.

August 26, 2026

Finance and Transactions

Avantus secures $300 million tax equity for Aratina 2 project

Avantus closed a $300 million tax equity deal with Truist Bank for its 150 MW solar and 452 MWh storage Aratina 2 project in Kern County.

August 25, 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

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

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SOLMAR INFRASTRUCTURE BRIEF

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The analysis you read here, delivered periodically: power markets, data center demand, interconnection, transmission, and policy, with selected opportunities from Solmar’s U.S. pipeline.

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