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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

Manufacturing and Supply Chain

Array Technologies opens $50M tracking factory in New Mexico

Array Technologies has launched a $50 million, 216,000-square-foot solar tracker facility in Albuquerque, supporting 300 skilled jobs.

September 10, 2026

Manufacturing and Supply Chain

Manufacturers scale up US grid equipment capacity amid soaring demand

US grid equipment manufacturers are investing over $900 million to expand domestic production as electricity demand is set to climb 50 percent by 2050.

September 4, 2026

Manufacturing and Supply Chain

Bulk-power import ban heightens U.S. transformer shortfall

A new executive order targeting foreign-made bulk-power equipment is set to exacerbate a critical U.S. transformer shortage by 15 percent.

September 3, 2026

Manufacturing and Supply Chain

Canadian Solar ships 3.7GWh of battery storage in Q2 2026

Canadian Solar delivered 3.7GWh of battery energy storage in Q2 2026, a 73 percent increase over the previous year.

September 2, 2026

Manufacturing and Supply Chain

NeoVolta signs 18 GWh U.S. battery supply deal with SK On

NeoVolta Power and SK On have agreed on an 18 GWh U.S. battery cell and pack collaboration running from 2027 through 2031.

September 1, 2026

Manufacturing and Supply Chain

Lithium demand climbs on surge in battery storage projects

Rising demand for battery storage is pushing lithium prices higher and delivering substantial profits for key producers.

August 31, 2026

Manufacturing and Supply Chain

Sungrow to build 10 GWh battery storage plant in Egypt

Sungrow has started work on a $50 million battery storage factory in Egypt’s Suez Canal Economic Zone, set to open in April 2027.

August 27, 2026

Manufacturing and Supply Chain

LG Energy Solution opens battery plant in Michigan with 35 GWh target

LG Energy Solution has launched production at its Lansing, Michigan battery facility, aiming for 35 GWh of annual capacity.

August 26, 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

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

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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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