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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

Arizona Roadmap Advances Virtual Power Plants and Distributed Solar to Manage Rising Energy Demand

Arizona’s Energy Promise Taskforce outlines strategies to harness virtual power plants and distributed solar, addressing a 40% surge in peak electricity demand.

April 8, 2026

Policy and Regulation

North Carolina Urged to Prioritize Distributed Battery Storage Over Gas in Duke Energy Plan

As North Carolina evaluates Duke Energy’s long-term resource plan, stakeholders emphasize unlocking 400 MW of distributed battery storage capacity to shift away from gas reliance.

April 3, 2026

Policy and Regulation

Michigan Approves 1,332MW Battery Storage Portfolio Including Support for Oracle Data Centre

Michigan PSC’s approval of 1,332MW battery energy storage projects marks a significant advancement in grid modernization and data centre resiliency.

April 1, 2026

Policy and Regulation

Perch Energy and Soltice Merge to Scale Community Solar to 3 GW Amid Rising Energy Volatility

The merger of Perch Energy and Soltice forms a robust 3 GW community solar platform, aiming to protect 16 states from electricity price volatility through advanced project management and automation.

March 30, 2026

Policy and Regulation

NV Energy Demand Charge Proposal Poses Challenges for Nevada Rooftop Solar

A proposed rate design change in Nevada risks reducing the economic viability of rooftop solar, complicating the state’s clean energy transition and infrastructure modernization.

March 27, 2026

Policy and Regulation

Australia Boosts Battery Storage with 5.5GWh Added to EPBC Act Across Three States

Australia has expanded its Environment Protection and Biodiversity Conservation Act pipeline by incorporating 5.5GWh of new battery energy storage projects across multiple states, reinforcing the nation’s clean energy transition.

March 24, 2026

Policy and Regulation

Congress Proposes Energy Tax Credit Restoration to Support Renewables

A newly introduced bill aims to reverse recent reductions in renewable energy tax credits, reinforcing federal support for clean energy infrastructure and market stability.

March 23, 2026

Policy and Regulation

Massachusetts Enforces 15-Month Permitting Deadline to Accelerate Solar and Storage Growth

Massachusetts mandates a 15-month permitting timeline to support ambitious goals for solar, demand response, and energy storage by 2030, streamlining clean energy adoption.

March 20, 2026

Policy and Regulation

Updated UL9540A Standard Sets New Benchmark for BESS Fire Safety

The latest UL9540A update significantly advances safety protocols for battery energy storage systems, shaping infrastructure and regulatory approaches.

March 18, 2026

Policy and Regulation

Residential Solar Market Faces Decline Amid Policy Shifts and Incentive Expiration

The U.S. residential solar sector is poised for a significant contraction following the expiration of key tax incentives and emerging regulatory challenges.

March 17, 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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