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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

Solar PPA prices surge 5 percent in Q3 on new tariffs

US solar power purchase agreement prices rose 4.9% in Q3 2026 amid new import tariffs and strong hyperscaler demand.

October 22, 2026

Market Data and Outlook

Global battery storage targets lag COP29 pledge by 45 percent

National storage targets for 2030 reach 822 GW, far below the 1,500 GW global commitment made at COP29 by 74 countries.

October 20, 2026

Market Data and Outlook

Oil exporters leverage renewables to boost economic value

Oil and gas exporters can increase export revenues by shifting domestic consumption to renewables, as seen with Norway’s broad electrification.

October 19, 2026

Market Data and Outlook

Deals, storage surges, and grid reforms shape US energy week

This week saw nearly $5 billion in new deals and financings, including major storage and data center projects, led by a $4 billion generator deal.

October 16, 2026

Market Data and Outlook

Commercial and industrial storage capacity surges as utility pairing shifts

Global energy storage is set to surpass 7 TWh by 2035, with commercial and industrial segments accelerating fastest.

October 14, 2026

Market Data and Outlook

Data center power deals and fast-track storage drove the week

This week’s U.S. energy review saw $4.2 billion in nuclear financing and 780 GW of data center plans turning up the grid calculus.

October 9, 2026

Market Data and Outlook

Four-hour battery storage outpaces gas peaker economics for 2026

Wood Mackenzie reports that four-hour battery storage is now 65% to 75% cheaper than new gas peakers in the US for 2026 operation.

October 9, 2026

Market Data and Outlook

States and developers support MISO plan to clear queue backlog

The Organization of MISO States and renewable developers support a plan to accelerate processing of 71 GW of interconnection requests.

October 8, 2026

Market Data and Outlook

Maryland’s first bulk storage awards secure 440 MW for PJM grid

Maryland awarded 440 MW of grid-scale storage in its inaugural procurement, addressing a PJM capacity gap but below its 800 MW target.

October 7, 2026

Market Data and Outlook

Negative electricity prices surge in Iberia on record solar output

Spain recorded 596 and Portugal 462 hours of negative electricity prices in Q2 2026 after a surge in solar power generation.

October 6, 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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