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Solmar Capital

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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

U.S. Solar and Energy Storage Pipeline Expands as Wind Projects Face Headwinds

The U.S. clean energy pipeline grows to 370 GW with notable gains in solar and storage, while wind projects encounter stagnation amid shifting market dynamics.

June 3, 2026

Market Data and Outlook

Global Energy Storage Capacity Set to Surge to 158GW in 2026

Global non-pumped hydro energy storage is projected to reach 158GW in 2026, reflecting a significant 41% growth to support evolving grid infrastructure and clean energy goals.

May 9, 2026

Market Data and Outlook

Navigating Rising Complexity in U.S. Battery Energy Storage Systems Markets

U.S. battery energy storage system operators face increasing operational and market complexity as evolving revenue models and regulatory frameworks reshape the landscape.

May 8, 2026

Market Data and Outlook

Energy Storage Summit 2026: Assessing Market Saturation and Future Role of BESS in Europe

As Europe’s battery energy storage systems approach market saturation, understanding long-term revenue models and policy frameworks becomes critical to sustain growth.

April 22, 2026

Market Data and Outlook

Key Leadership Transitions in Solar, Storage, and Cleantech Drive Industry Momentum

Significant leadership changes are shaping the solar, storage, and cleantech sectors, influencing strategic direction amid accelerating clean energy transitions.

April 21, 2026

Market Data and Outlook

U.S. Distributed Solar Capacity Expands by 6.8 GW in 2025 with Maine Leading Per Capita

Distributed solar installations accounted for 19% of U.S. solar capacity additions in 2025, with regional leaders like Maine driving per capita growth.

April 15, 2026

Market Data and Outlook

Global Renewable Capacity Growth in 2025 Highlights Wind Surge Amid Solar Dominance

In 2025, solar capacity additions outpaced wind by four to one, but wind power installations surged 47%, signaling a shifting balance in renewable infrastructure deployment.

April 11, 2026

Market Data and Outlook

Energy Storage Summit 2026: What to Expect for BESS Capex This Year

This year’s energy storage capex is shaped by evolving regulatory landscapes, complex supply chains, and shifting market demands, all influencing large-scale BESS deployments.

April 10, 2026

Market Data and Outlook

Innovative Contracting Models Emerge as US Battery Storage Moves Beyond Pure Merchant Strategies

US battery storage developers are adopting creative contractual frameworks to ensure stable, long-term revenues amid shifting market dynamics and regulatory complexities.

April 9, 2026

Market Data and Outlook

U.S. Solar and Storage Market: 2026 State Rankings and Future Outlook

An in-depth examination of the leading U.S. states advancing solar generation and energy storage capacity, highlighting infrastructure trends and regulatory impacts.

April 1, 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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