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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

Market Data and Outlook

Big deals and grid adaptation shape US data center, storage growth week of 2026-09-11

Major power and fiber deals, record battery storage growth, and evolving grid strategies defined this week, as clean capacity hit 388 GW.

September 11, 2026

Market Data and Outlook

EIA projects 21% solar growth in 2026 as demand accelerates

The EIA expects U.S. solar generation to rise 21% in 2026 and 18% in 2027, driven by data centers and manufacturing demand.

September 11, 2026

Market Data and Outlook

US clean power capacity hits 388 GW after record Q2 additions

US utility-scale clean power capacity rose 45% year-over-year in Q2 2026, reaching 388 GW, driven by solar, wind, and battery storage.

September 10, 2026

Market Data and Outlook

Data center energy demand and storage deals shaped this week’s outlook

This week saw record U.S. battery growth and AI data center power deals dominate as grid constraints intensified across several ISO regions.

September 4, 2026

Market Data and Outlook

US energy storage installations hit new record in Q2 2026

The US installed a record 20.2 GWh of energy storage capacity in Q2 2026, driven by surging demand and utility-scale projects.

September 3, 2026

Market Data and Outlook

US sets quarterly energy storage installation record in Q2 2026

The US installed a record 20.2 GWh of new energy storage in Q2 2026, pushing total capacity to 165 GWh nationwide.

September 2, 2026

Market Data and Outlook

Bespoke systems gain traction as AI drives data center design

Data center operators are moving toward custom infrastructure solutions to accommodate high-density AI workloads and intensive cooling needs.

September 1, 2026

Market Data and Outlook

Co-located solar-plus-storage investment surges to $25B in H1 2026

Investment in co-located solar-plus-storage projects hit a record $25 billion in the first half of 2026, nearly double the prior period.

August 31, 2026

Market Data and Outlook

Battery capital, grid strain, and data center urgency marked this week

A pivotal week saw U.S. battery storage rise by 70 percent annually, $300 million in tax equity deals, and strain from soaring data center demand.

August 28, 2026

Market Data and Outlook

Wood Mackenzie lifts forecast for Latin America grid storage

Wood Mackenzie expects Latin America’s energy storage capacity to reach 34 GW by 2035, led by Chile and expanding fast in Brazil and Mexico.

August 28, 2026

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