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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 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

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

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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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