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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

FCC expands foreign inverter ban to include wired equipment

The FCC broadened its ban on foreign inverters to cover all grid-interactive models with Ethernet or other remote connectivity hardware.

August 24, 2026

Policy and Regulation

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

Utility-scale battery storage in the United States has grown roughly 70% a year for three years, reaching 43.6 GW by the end of 2025 with a further 8.3 GW added in the first half of 2026.

August 21, 2026

Policy and Regulation

New Jersey BPU advances 150MW behind-the-meter storage plan

New Jersey’s Board of Public Utilities released a proposal for about 150MW of behind-the-meter energy storage, signaling a measured push to expand distributed storage under the state’s incentive program.

August 21, 2026

Policy and Regulation

Pennsylvania offers fast-track permits for data centers with new power

Pennsylvania will prioritize permitting reviews for data centers over 25 MW that commit to state-set power and environmental standards, altering the energy procurement landscape for new digital infrastructure.

August 20, 2026

Policy and Regulation

Utilities focus on project delivery and cost protections in Q2

U.S. utilities in Q2 2026 pressed project execution and protected ratepayers amid rising data center demand and political scrutiny, with significant supply chain backlogs and renewed regulatory focus.

August 18, 2026

Policy and Regulation

Europe’s Wind and Solar Cut Fossil Fuel Imports by Tens of Billions

New Statistical Review of World Energy data shows European wind and solar have cut tens of billions of euros in fossil fuel imports, with lessons for U.S. utility-scale solar and storage.

August 14, 2026

Policy and Regulation

Court Upholds FERC Order to Accelerate Clean Energy Interconnections

The D.C. Circuit upheld FERC Order 2023, affirming reforms designed to clear interconnection queues and speed utility-scale solar, storage, and other resources onto the grid.

August 7, 2026

Policy and Regulation

Senate hears need for accelerated fiber permitting to support AI demand

A Senate subcommittee session highlights urgency in broadband and fiber deployment, as AI adoption tests current infrastructure and network permitting processes.

July 31, 2026

Policy and Regulation

Unlocking Clean Power: Lessons from Europe’s Grid Connections

July 24, 2026 — United States — A recent report from Ember reveals that Europe could integrate an additional 25

July 31, 2026

Policy and Regulation

Land use found to drive solar permitting speed in California

A new study shows that the type of land chosen for utility-scale solar in California is the primary driver of permitting timelines, with developed sites receiving approvals much faster than those on open space.

July 30, 2026

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