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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

Economic Consequences of the OBBBA: Job Losses and GDP Impact Deepen

The economic toll of the OBBBA continues to grow with significant job losses, decreased GDP, and reduced tax revenues, highlighting urgent infrastructure and policy challenges.

July 13, 2026

Policy and Regulation

Solar Generation Surpasses Coal in ERCOT for First Time

July 10, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is projected to see utility-scale solar

July 10, 2026

Policy and Regulation

New Mexico Approves Phase 2 Expansion of Community Solar Program

The New Mexico Public Regulation Commission has advanced Phase 2 of the community solar program, setting the stage for broader deployment of distributed solar infrastructure across the state.

July 9, 2026

Policy and Regulation

New Leaf Energy pursues fast-track BESS approval with California Energy Commission

New Leaf Energy shifts its battery energy storage system project to the California Energy Commission’s fast-track approval to bypass local permitting delays in Santa Cruz County.

July 9, 2026

Policy and Regulation

South Carolina’s Columbia Awarded Solar Wastewater Project Amid Federal Grant Conflict

South Carolina’s capital must navigate complex EPA grant conflict-of-interest rules, awarding an $8.9 million solar project to an out-of-state developer despite a lower local bid.

July 6, 2026

Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

June 26, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is on track to see utility-scale

July 3, 2026

Policy and Regulation

Significant Advances in Scotland’s BESS Capacity with New Large-Scale Projects

Three major battery energy storage systems, totaling 3.6GWh, mark a critical milestone in Scotland’s renewable infrastructure and grid flexibility enhancement.

July 3, 2026

Policy and Regulation

Massachusetts Advances Automated Solar Permitting in Regional Energy Reform

Massachusetts enacts automated residential solar and battery permitting, aligning with New England’s regional push to streamline clean energy infrastructure deployment.

July 2, 2026

Policy and Regulation

Soltec Secures PFE-Compliant Certification for Domestic Solar Trackers

June 22, 2026 — United States — Soltec, a prominent solar tracker manufacturer, has announced that its domestically produced SFOne

June 26, 2026

Policy and Regulation

Expansion of Energy Storage Listings in Hong Kong Highlights Market Evolution

Hong Kong’s energy storage sector gains momentum with new IPO filings and approvals, signaling regional growth and increased infrastructure investment.

June 24, 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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