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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

Mega-deals, data center power, and grid reforms set the pace this week

This week in US energy saw unprecedented deal activity, surging data center demand, and far-reaching grid and interconnection reforms.

August 7, 2026

Market Data and Outlook

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

Unprecedented deal activity, surging data center demand, and major grid reforms dominated a tumultuous week for US energy investors and developers.

July 31, 2026

Market Data and Outlook

Battery storage capacity to expand sixfold by 2030

Global battery storage capacity is projected to rise sixfold by 2030, with the US and China leading installations amid surging demand from utilities and data centers.

July 28, 2026

Market Data and Outlook

Mega-deals and data center demand drive power sector this week

Brookfield’s $7B storage buy, Google’s record solar build, and data center power deals highlighted rising pressure on US energy infrastructure this week.

July 24, 2026

Market Data and Outlook

US data center power use projected to double by 2030

US data center electricity demand may more than double to 426 TWh by 2030, posing significant energy and grid challenges, according to a new Kansas Health Institute report.

July 23, 2026

Market Data and Outlook

Renewable Energy Firms Join Russell 3000 Index Amid Market Shifts

Recent additions of renewable energy companies to the Russell 3000 index reflect accelerating integration of clean energy infrastructure in the US market.

June 30, 2026

Market Data and Outlook

Renewable Energy PPA Prices Set to Surge Post-July 4 Tax Credit Deadline

The expiration of key tax credits on July 4 threatens to significantly increase renewable energy PPA prices, with ERCOT projects particularly impacted by surging no-tax-credit premiums.

June 26, 2026

Market Data and Outlook

Construction Begins on Nazareth Solar Project in Texas with $236 Million Backing

The Nazareth Solar project in Texas has commenced construction, marking a significant step in regional renewable infrastructure with operations slated for 2027.

June 15, 2026

Market Data and Outlook

U.S. Solar Installations Fall in Q1 but Maintain Dominant Capacity Growth

U.S. solar installations declined 27% year-over-year in Q1 2026, yet solar and storage combined accounted for over 90% of new electricity generating capacity.

June 10, 2026

Market Data and Outlook

Regional Impacts of 24 GW New Electrification Load Drive Solar Growth

Projected 24 GW increase in electrification load through 2035 highlights critical solar PV opportunities, driven by Northeast heat pump adoption and grid modernization needs.

June 5, 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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