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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

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

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

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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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