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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

US Clean Energy Manufacturing Faces Major Restructuring Amid Risk Mitigation

The US clean energy manufacturing sector is undergoing significant restructuring to mitigate emerging operational and regulatory risks, reshaping the industry landscape.

May 12, 2026

Manufacturing and Supply Chain

FH Capital Acquires Majority Stake to Boost JinkoSolar US Manufacturing

FH Capital’s acquisition of a majority stake in JinkoSolar’s U.S. manufacturing unit signals a significant expansion in domestic solar module and battery production capacity.

May 8, 2026

Manufacturing and Supply Chain

First Solar’s Strong Q1 2026 Performance Signals Robust Thin-Film Market Expansion

First Solar kicked off 2026 with record Q1 revenue driven by innovative CuRe technology and significant growth in India, underpinning global thin-film solar expansion.

May 1, 2026

Manufacturing and Supply Chain

Suniva Expands U.S. Solar Manufacturing with New 4.5 GW Factory in South Carolina

Suniva’s new 4.5 GW solar cell factory in South Carolina significantly boosts domestic production capacity, reinforcing U.S. leadership in solar manufacturing.

April 14, 2026

Manufacturing and Supply Chain

Terabase Energy Advances Solar Construction with Robotics and Predictive Software

Terabase Energy is deploying robotic automation combined with PlantPredict and PowerUQ software to enhance solar construction efficiency and reliability.

April 2, 2026

Manufacturing and Supply Chain

Top 100 PV Manufacturers in 2026: Industry Leadership and Emerging Trends

A comprehensive ranking of the leading 100 photovoltaic manufacturers highlights China’s dominance, the rise of Indian firms, and the evolving global solar supply chain landscape.

March 26, 2026

Manufacturing and Supply Chain

American Battery Factory Advances Arizona LFP Gigafactory with 4.5GWh Offtake Agreements

American Battery Factory has secured offtake agreements for 4.5GWh of its Arizona lithium iron phosphate gigafactory output, marking a significant milestone in U.S. battery manufacturing.

March 26, 2026

Manufacturing and Supply Chain

US Battery Manufacturing Surpasses Domestic Demand for Energy Storage

The US battery manufacturing industry now exceeds national demand for energy storage systems, signaling a pivotal shift in domestic supply capacity and energy infrastructure resilience.

March 21, 2026

Manufacturing and Supply Chain

LG Energy Solution’s $4.3B Deal with Tesla Advances LFP Battery Manufacturing in the US

LG Energy Solution’s $4.3 billion partnership with Tesla marks a pivotal step in expanding US-based LFP battery production, supporting electric vehicle manufacturing and clean energy goals.

March 19, 2026

Manufacturing and Supply Chain

Auction of Advanced Battery Manufacturing Assets in Michigan Marks Industry Shift

Assets from a cutting-edge Michigan battery pouch cell production facility will be auctioned via a live virtual webcast, signaling changes in the energy manufacturing landscape.

March 11, 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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