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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

Senate bill seeks to expedite federal energy permitting

A bipartisan Senate bill aims to accelerate federal permitting for energy projects, with provisions affecting data centers and renewables.

October 7, 2026

Policy and Regulation

NERC compliance requirements shape US solar project design

NERC obligations for solar projects over 20 MVA and 60 kV interconnection must be embedded early in design, not added at commissioning.

October 6, 2026

Policy and Regulation

Senate bill boosts FERC role in transmission project approvals

A new Senate bill would give FERC broader authority to permit transmission projects when deemed in the public interest.

October 2, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 25, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, rapid growth over

October 2, 2026

Policy and Regulation

FERC pushes PJM to fix auction plan amid data center demand

PJM has delayed its reliability auction for 6.8 GW due to FERC’s concerns about cost allocation and data center-driven demand.

October 1, 2026

Policy and Regulation

California and EU introduce new rules on AI data center resource use

California and the EU released new requirements to track and reduce the water and energy usage of AI data centers.

September 30, 2026

Policy and Regulation

Maryland imposes statewide review for large data centers

Maryland will require a statewide review and public dashboard for large data center projects under a new executive order.

September 29, 2026

Policy and Regulation

Energy Department commits $2 billion to modernize U.S. grid for AI era

The U.S. Energy Department will fund $2 billion in grid upgrades to add 23 GW of capacity, addressing power demand from data centers.

September 25, 2026

Policy and Regulation

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

Sept. 18, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, rapid growth over

September 25, 2026

Policy and Regulation

Texas PUC eases interconnection rules for large data centers

Texas regulators have removed a proposed non-refundable interconnection fee and extended energization milestone deadlines for data centers.

September 23, 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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