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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

Clean energy capital spending set to reach $180 billion in 2026

US clean energy and manufacturing capex reached $74 billion in H1 2026, with yearly investments tracking to $180 billion, driven by power market and data center growth.

August 20, 2026

Market Data and Outlook

Northwest council details 11 GW new generation, 5 GW storage plan

The Northwest Power and Conservation Council’s draft Ninth Power Plan calls for 11 GW of new generation and 5.2 GW of storage by 2032, as data centers and electrification spur demand across four states.

August 19, 2026

Market Data and Outlook

Battery storage enables new phase of flexible solar deployment

A new report underscores energy storage’s role in turning solar into a round-the-clock grid resource, redefining renewable economics for US energy markets.

August 17, 2026

Market Data and Outlook

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

Major financings, surging data center demand, and new grid rules dominated a pivotal week. Transmission costs and gas turbine orders highlight challenges and shifts for institutional buyers.

August 14, 2026

Market Data and Outlook

US battery storage capacity surges to 52 GW, doubling ahead

US utility-scale battery storage has grown at a 70% annual rate, reaching 52 GW by June 2026, with another 54 GW in the development pipeline through 2028.

August 13, 2026

Market Data and Outlook

Texas grid faces peak demand surge, struggles with supply limits

Texas power demand could reach 120 GW by 2030, but new large industrial and data center loads face major grid supply shortfalls due to generation bottlenecks, gas turbine shortages, and interconnection delays.

August 13, 2026

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

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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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