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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

Policy and Regulation

MISO proposes fast-track for zero-injection large load projects

Google and Xcel are among those supporting MISO’s proposal for expedited 90-day interconnection reviews of zero-injection large loads.

September 11, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 4, 2026 — United States — Utility-scale battery storage capacity in the U.S. power system has expanded rapidly over

September 11, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually Over Three Years

Aug. 28, 2026 — United States — Utility-scale battery storage capacity in the U.S. power system has seen sustained, rapid

September 4, 2026

Policy and Regulation

Brazil ties data center tax benefits to renewable and low-emission power

Brazil’s Senate approved a tax incentive plan requiring data centers to use renewable or low-emission energy sources, driving new PPA demand.

September 3, 2026

Policy and Regulation

California Assembly advances suite of pro-solar bills

The California Legislature has passed multiple new bills in 2026 to encourage distributed solar and energy storage development statewide.

September 2, 2026

Policy and Regulation

California sues Trump administration over canceled offshore wind leases

California alleges the Trump administration reduced offshore wind lease values before offering developers $120 million for lease cancellation.

September 1, 2026

Policy and Regulation

US grid faces reliability test amid electricity demand surge

Electricity demand is rising quickly across the US as data centers expand and electrification accelerates, straining grid reliability.

August 31, 2026

Policy and Regulation

California advances remote inspections for residential solar projects

California passed AB 1738, setting the stage for homeowners statewide to request remote inspections for rooftop solar and other upgrades.

August 28, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Aug. 21, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained rapid growth over

August 28, 2026

Policy and Regulation

Policy lags as data centers trigger major grid disturbances

More than 3 GW of data center demand disappeared from the Virginia grid in seconds, spotlighting urgent regulatory gaps.

August 26, 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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