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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

US energy storage installations hit new record in Q2 2026

The US installed a record 20.2 GWh of energy storage capacity in Q2 2026, driven by surging demand and utility-scale projects.

September 3, 2026

Market Data and Outlook

US sets quarterly energy storage installation record in Q2 2026

The US installed a record 20.2 GWh of new energy storage in Q2 2026, pushing total capacity to 165 GWh nationwide.

September 2, 2026

Market Data and Outlook

Bespoke systems gain traction as AI drives data center design

Data center operators are moving toward custom infrastructure solutions to accommodate high-density AI workloads and intensive cooling needs.

September 1, 2026

Market Data and Outlook

Co-located solar-plus-storage investment surges to $25B in H1 2026

Investment in co-located solar-plus-storage projects hit a record $25 billion in the first half of 2026, nearly double the prior period.

August 31, 2026

Market Data and Outlook

Battery capital, grid strain, and data center urgency marked this week

A pivotal week saw U.S. battery storage rise by 70 percent annually, $300 million in tax equity deals, and strain from soaring data center demand.

August 28, 2026

Market Data and Outlook

Wood Mackenzie lifts forecast for Latin America grid storage

Wood Mackenzie expects Latin America’s energy storage capacity to reach 34 GW by 2035, led by Chile and expanding fast in Brazil and Mexico.

August 28, 2026

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

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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.

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