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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

Innovative Land-Sparing Model Advances Solar Expansion in the Western U.S.

A new deep-learning model guides land-efficient solar development, balancing rapid capacity growth with conservation priorities across the Western United States.

February 27, 2026

Policy and Regulation

Energy Storage Summit 2026 Highlights LDES, Co-location, and Revenue Certainty

Energy Storage Summit 2026 spotlighted long-duration storage technologies, site co-location strategies, and mechanisms to ensure revenue stability amid evolving market dynamics.

February 27, 2026

Policy and Regulation

Germany’s Grid Fees and Inertia Payments Impact Energy Storage Growth

Emerging regulatory challenges in Germany, including potential grid fees and complexity around inertia payments, are shaping the future of energy storage deployment.

February 26, 2026

Policy and Regulation

Republicans Advocate Renewed Support for Wind and Solar Tax Credits Amid Election Pressure

As midterm elections approach, Republicans push to restore critical clean energy tax incentives removed under recent legislation, aiming to bolster wind and solar growth.

February 24, 2026

Policy and Regulation

Unveiling the Challenges and Opportunities in PV Module Recycling

Effective end-of-life management of photovoltaic modules is crucial for a sustainable solar industry, requiring improved recycling practices and supportive policies.

February 20, 2026

Policy and Regulation

Rethinking Solar and Storage ROI in the Era of Battery-Driven Self-Consumption

Shifting from traditional solar generation metrics to battery-centric consumption models demands updated frameworks for evaluating long-term performance and returns.

February 17, 2026

Policy and Regulation

US Trade Policies Drive Diversification Beyond Lithium in Battery Energy Storage

Recent updates to US trade regulations are reshaping the battery energy storage sector, accelerating adoption of diverse chemistries beyond lithium-ion.

February 14, 2026

Policy and Regulation

Navigating Germany’s 2026 Battery Storage Regulatory Landscape

Germany’s large battery storage sector faces critical regulatory clarifications in 2026 essential for accelerating its energy transition and grid modernization.

February 12, 2026

Policy and Regulation

Navigating Battery Storage Sector Uncertainty Amid US Treasury Delays

Delayed US Treasury guidance on tax incentives and tariffs is creating industry headwinds for battery energy storage system projects, impacting sector growth and deployment timelines.

February 10, 2026

Policy and Regulation

Missouri Imposes Moratorium on New Solar Developments Until 2027

Missouri enacts a halt on new solar construction, raising critical questions about the state’s energy infrastructure, regulatory environment, and future clean energy trajectory.

February 6, 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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