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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

PV Hardware expands Houston factory to boost solar tracker output

PV Hardware USA is expanding its Houston factory by 34,200 sq ft, raising its solar tracker production capacity by 42 percent.

October 23, 2026

Manufacturing and Supply Chain

Schneider Electric posts record Q3 on global data center demand

Schneider Electric reported a record 17% organic revenue jump in Q3 2026, fueled by surging global data center orders.

October 21, 2026

Manufacturing and Supply Chain

Patent suit reveals 10 GW solar equipment for Tesla Texas factory

A federal patent dispute reveals Tesla’s $10.1 billion Texas solar factory will import 10 GW of ingot and wafer equipment to expand U.S. production.

October 19, 2026

Manufacturing and Supply Chain

US finalizes tariffs on solar imports from India, Indonesia, Laos

The ITC has approved antidumping and countervailing duties on solar modules from India, Indonesia, and Laos starting November 2026.

October 15, 2026

Manufacturing and Supply Chain

Risen Energy debuts 23.5% efficient anti-glare HJT solar module

Risen Energy has launched a dual-layer anti-glare heterojunction module with up to 730 W power and 23.5 percent maximum efficiency.

October 12, 2026

Manufacturing and Supply Chain

Toyo completes $357 million Texas solar module expansion

Toyo has completed a $357 million expansion of its Humble, Texas solar module factory, raising total capacity to 2 GW.

October 9, 2026

Manufacturing and Supply Chain

Wärtsilä and RCT create new joint storage integrator Valo

Wärtsilä and RCT Solutions launched Valo, a storage integrator with 20 GWh of projects, expecting losses until late 2027.

October 5, 2026

Manufacturing and Supply Chain

Power Electronics begins work on 40 GW manufacturing campus in Houston

Power Electronics has started construction on a Houston facility that will produce up to 40 GW of energy equipment annually across multiple sectors.

September 29, 2026

Manufacturing and Supply Chain

Nvidia names Tesla, LG, Hitachi in new BESS program for AI data centers

Nvidia’s DSX Ready program lists Tesla, LG, and Hitachi as the first battery suppliers qualified for AI data centers.

September 25, 2026

Manufacturing and Supply Chain

IRA drives record $12.2B in U.S. solar manufacturing capex

Cumulative U.S. solar manufacturing capex is set to reach $12.2 billion by end of 2026, over half of all domestic PV investments since 2001.

September 23, 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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