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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

Jupiter Power raises $1.4B for new Texas and Michigan storage assets

Jupiter Power secured $1.4 billion to finance 1.5 GW of utility-scale battery projects in Texas and Michigan.

September 17, 2026

Finance and Transactions

Branch Energy raises $33M for rapid battery deployments in Texas and Illinois

Branch Energy secured $33 million to deploy containerized battery ‘grid-in-a-box’ units aimed at bypassing data center grid bottlenecks.

September 16, 2026

Finance and Transactions

Constellation to acquire Rhode Island gas plant from Shell for $715M

Constellation Energy will acquire the 609-MW Rhode Island State Energy Center from Shell for $715 million to expand its ISO New England portfolio.

September 15, 2026

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

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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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