Skip to content

Platform Who We Serve Markets Equipment Insights About

Platform Login Request Access

Platform Who We Serve Markets Equipment Insights About

Platform Login Request Access

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

State policy and grid strain accelerate US battery storage build

Five states account for rapid battery capacity growth as mandates and grid congestion reshape US energy storage markets.

August 27, 2026

Market Data and Outlook

Hyperscale data center market to hit $624 billion by 2035

The global hyperscale data center market is projected to reach $624.2 billion by 2035, driven by AI and public cloud expansion.

August 25, 2026

Market Data and Outlook

India sets record with 3 GW open-access solar addition in Q2

India installed a record 3 GW of open-access solar capacity in Q2 2026, fueled by rising C&I demand and regulatory pressures.

August 24, 2026

Market Data and Outlook

Deals, demand, and grid strain set the pace for US energy

Major M&A, record data center deals, and shifting grid dynamics drove a pivotal week for US energy buyers. Here’s what mattered most for institutional investors.

August 21, 2026

Market Data and Outlook

Clean energy capital spending set to reach $180 billion in 2026

US clean energy and manufacturing capex reached $74 billion in H1 2026, with yearly investments tracking to $180 billion, driven by power market and data center growth.

August 20, 2026

Market Data and Outlook

Northwest council details 11 GW new generation, 5 GW storage plan

The Northwest Power and Conservation Council’s draft Ninth Power Plan calls for 11 GW of new generation and 5.2 GW of storage by 2032, as data centers and electrification spur demand across four states.

August 19, 2026

Market Data and Outlook

Battery storage enables new phase of flexible solar deployment

A new report underscores energy storage’s role in turning solar into a round-the-clock grid resource, redefining renewable economics for US energy markets.

August 17, 2026

Market Data and Outlook

Mega-deals, data center power, and grid reforms defined the week

Major financings, surging data center demand, and new grid rules dominated a pivotal week. Transmission costs and gas turbine orders highlight challenges and shifts for institutional buyers.

August 14, 2026

Market Data and Outlook

US battery storage capacity surges to 52 GW, doubling ahead

US utility-scale battery storage has grown at a 70% annual rate, reaching 52 GW by June 2026, with another 54 GW in the development pipeline through 2028.

August 13, 2026

Market Data and Outlook

Texas grid faces peak demand surge, struggles with supply limits

Texas power demand could reach 120 GW by 2030, but new large industrial and data center loads face major grid supply shortfalls due to generation bottlenecks, gas turbine shortages, and interconnection delays.

August 13, 2026

« Previous Page1 Page2 Page3 Page4 Page5 Next »

SOLMAR INFRASTRUCTURE BRIEF

Market views, delivered.

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.

Optional: what matters most to you?

Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission

No selection means you'll receive the full brief. You're on the list.

Solmar Capital

A tailored, developer-founded service for power-aligned energy, land, and digital infrastructure opportunities.

Platform

Overview Markets Platform Login

Company

Who We Serve About Insights

Get Started

Request Access Contact Get the Brief