Skip to content

Solmar Capital

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

M&A, battery deals, and AI power needs drive the week in US energy

Major M&A and $1.4B in battery deals defined the week as AI data center demand pushed power and siting into the national spotlight.

October 2, 2026

Market Data and Outlook

US grid faces challenge as electricity demand surges

US electricity demand is rising at its fastest pace in 15 years, fueled by data centers, AI, electrification, and industrial growth.

October 2, 2026

Market Data and Outlook

Global solar power surpasses nuclear for first time

Global solar generation exceeded nuclear for the first time in 2025, with solar capacity reaching 2,383 GW and 30% annual growth.

October 1, 2026

Market Data and Outlook

PJM launches annual review of large load requests for 2027 forecast

PJM began its yearly process to assess large load requests, with data centers driving demand projections in its 2027 load forecast.

September 30, 2026

Market Data and Outlook

Data center and AI demand reshapes power grid planning

AI infrastructure demand puts new pressure on utilities, with power needs for next-generation data racks reaching up to 1 MW per rack.

September 29, 2026

Market Data and Outlook

Global solar capacity reaches 2.96 TW on surge in 2025 additions

Global solar additions hit 690 GW in 2025 with China leading installations, pushing total solar capacity to 2.96 TW worldwide.

September 28, 2026

Market Data and Outlook

Battery deals and siting obstacles upend US data center growth this week

US grid modernization and battery deals took center stage in the week of September 25, with $1.4 billion committed and 18.9 GWh installed.

September 25, 2026

Market Data and Outlook

States impose new barriers to speculative US data centers

Public backlash and new policies have stalled or blocked over $170 billion of AI data center capacity in the US since January 2024.

September 25, 2026

Market Data and Outlook

Energy storage growth projected amid new regulatory headwinds

RMI forecasts 30% annual growth for US battery storage deployment over five years despite looming policy and supply chain obstacles.

September 24, 2026

Market Data and Outlook

US energy storage installations hit new record in Q2 2026

The US energy storage market set a new record with 18.9 GWh installed in Q2 2026, driven by demand from longer-duration systems and data centers.

September 23, 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