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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

Integrating Drone Models with Solar Racking Designs Enhances Project Efficiency

New integrations allow contractors to streamline solar panel placement into racking software, improving accuracy and accelerating project workflows.

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January 23, 2026
Manufacturing and Supply Chain

Comstock Metals Launches New Solar Panel Recycling Facility in California

Comstock Metals has established a new solar panel recycling hub in Silver Lakes, enhancing the Western U.S. infrastructure to process end-of-life photovoltaic modules efficiently.

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January 12, 2026
Manufacturing and Supply Chain

U.S. Solar Manufacturing Tops 60 GW as Domestic Rules Bite

The United States has moved from slogans to scale. By October, domestic PV module nameplate capacity surpassed 60 GW—up roughly 37%

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November 19, 2025
Manufacturing and Supply Chain

AD/CVD and UFLPA Are Remaking U.S. Solar Supply

The U.S. solar market has entered a new trade regime. Final antidumping and countervailing duty determinations on crystalline‑silicon cells and

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November 19, 2025
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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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