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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

PowerOak Files for Hong Kong IPO, Marking a Milestone in Portable Energy Storage

PowerOak’s IPO application signals growing market maturation in portable energy storage, underscoring evolving infrastructure and regulatory dynamics.

March 26, 2026

Market Data and Outlook

U.S. Energy Storage Set to Surge to 18.9 GW by 2025

U.S. energy storage installations are projected to reach a record 18.9 GW by 2025, driven by growth in utility-scale and residential sectors amid evolving grid needs and policy support.

March 24, 2026

Market Data and Outlook

Record-Low Prices for New Solar Modules Suppress Growth in Used Solar Market

Falling prices for new solar panels are sharply limiting the resale market for used modules, influencing market dynamics and regional clean energy strategies.

March 19, 2026

Market Data and Outlook

Record Residential Solar Demand Driven by Expiring Incentives in 2025

A surge in homeowner demand for residential solar systems in 2025 reflects the impact of expiring incentives, reshaping market dynamics and system configurations.

February 28, 2026

Market Data and Outlook

Solar and Storage Set to Anchor Record U.S. Capacity Growth in 2026

In 2026, solar energy and battery storage will lead a historic surge in U.S. power capacity additions, reshaping the electric grid’s infrastructure and regulatory landscape.

February 25, 2026

Market Data and Outlook

U.S. Energy Storage Capacity Surges to 58 GWh in 2025 Amid Market Shifts

The U.S. energy storage sector is experiencing unprecedented growth, reaching 58 GWh of installed capacity in 2025 as market dynamics and policy frameworks evolve.

February 23, 2026

Market Data and Outlook

Rising Solar PPA Prices Signal Market Uncertainty in North America

Solar power purchase agreement prices have increased for the second consecutive quarter, reflecting shifting market dynamics amid evolving regulatory frameworks.

January 30, 2026

Market Data and Outlook

Understanding Battery Trading Performance Metrics in Australia’s Energy Market

Battery storage trading performance in Australia is critically evaluated using normalised revenue and percent of perfect foresight, shaping market strategies and grid integration.

January 21, 2026

Market Data and Outlook

This Week’s Top Solar Industry Developments and Their Impact

Explore key solar market trends, project dynamics, and policy shifts shaping the clean energy landscape this week.

January 10, 2026

Market Data and Outlook

U.S. Solar Capacity Set to Surge to 737.8 GW by 2035

The U.S. solar market is projected to grow substantially, adding 41 to 52 GW annually and reaching 737.8 GW by 2035, driven by evolving infrastructure and policy landscapes.

January 1, 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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