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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

Poland opens new subsidy program for farm-based solar and biogas

Poland will offer farmers subsidies up to PLN 1.7 million to support solar, biogas, and energy efficiency investments starting October 2026.

September 21, 2026

Policy and Regulation

House passes bill to shield utility ratepayers from data center costs

The U.S. House passed a bill 417-3 requiring states to consider large-load tariff rules for data centers above 100 MW.

September 18, 2026

Policy and Regulation

U.S. Battery Storage Capacity Grows 70% Annually

Sept. 11, 2026 — United States — Utility-scale battery storage capacity in the U.S. has experienced sustained, robust growth over

September 18, 2026

Policy and Regulation

States urged to lead long-term clean energy planning in deregulated markets

A Clean Air Task Force report urges states in deregulated power markets to adopt new planning for technologies like nuclear and offshore wind.

September 17, 2026

Policy and Regulation

EPA repeals Biden-era power plant GHG rules citing lack of authority

The EPA has repealed key greenhouse gas rules for U.S. power plants, reversing standards set in 2024 under the Biden administration.

September 16, 2026

Policy and Regulation

Massachusetts sets responsible data center guidelines as sector expands

Massachusetts has introduced new principles for responsible data center development as construction demand grows across the state.

September 15, 2026

Policy and Regulation

Commerce finalizes steep tariffs on solar imports from Asia

The U.S. Commerce Department finalized antidumping and subsidy duties as high as 234% on solar imports from India, Indonesia, and Laos.

September 14, 2026

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

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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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