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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

CleanCounts enhances tracking for high-value US solar RECs

CleanCounts will introduce granular hourly, agrisolar, and tribally-sited project tracking for solar RECs across North America by year-end.

September 21, 2026

Market Data and Outlook

Big battery financing and grid tensions drive US power week

Battery storage financings, grid reliability warnings, and federal action on data center tariffs defined the week, with $1.4 billion committed to new storage.

September 18, 2026

Market Data and Outlook

US ISP capex rises to $92.6B as Google plans $205B spend

US broadband providers invested $92.6 billion in capital expenditures in 2025 as Google alone plans a $205 billion outlay for 2026.

September 18, 2026

Market Data and Outlook

Americas set to lead global microgrid growth through 2030

The Americas are forecast to drive $60 billion of global microgrid market expansion through 2030, with the US and Canada as key markets.

September 17, 2026

Market Data and Outlook

US data center immersion cooling market projected to reach $454 million by 2025

The US data center immersion cooling market is set to reach $454.2 million in 2025, driven by hyperscale and AI demand.

September 16, 2026

Market Data and Outlook

Commerce affirms dumping of solar cells from India, Indonesia, Laos

The U.S. Department of Commerce confirmed final duties on solar cells from India, Indonesia, and Laos, citing dumped and subsidized imports.

September 14, 2026

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

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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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