Skip to content

Solmar Capital

Platform Who We Serve Markets Equipment Insights About

Platform Login Request Access

Platform Who We Serve Markets Equipment Insights About

Platform Login Request Access

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

U.S. Polysilicon Trade Decision Delayed, Extending Regulatory Uncertainty for Solar Sector

The postponement of the U.S. polysilicon Section 232 trade ruling to August extends uncertainty for large-scale solar developers, affecting supply chain dynamics and project timelines.

June 22, 2026

Policy and Regulation

Restricting U.S. Wind and Solar Growth Risks $121 Billion in Energy Costs

Limiting new wind and solar projects in the U.S. threatens to increase reliance on natural gas, destabilizing power markets and driving up costs for consumers.

June 20, 2026

Policy and Regulation

Utility-Scale Solar Utilizes Minimal Prime Farmland Across the U.S.

Utility-scale solar facilities occupy less than 0.07% of U.S. prime farmland, highlighting their limited land impact compared to other land uses as the 2026 farm bill nears consideration.

June 19, 2026

Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

June 12, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is on track to witness a

June 19, 2026

Policy and Regulation

The Growing Premium of Solar and Efficiency in Residential Real Estate

Recent research shows homes equipped with solar panels and heat pumps command higher market values, highlighting a gap between buyer preferences and available listing information.

June 18, 2026

Policy and Regulation

California Advances Controversial Community Solar Framework Amid Industry Resistance

California’s Public Utilities Commission finalizes a community solar program facing criticism for structural and regulatory challenges, impacting clean energy adoption statewide.

June 12, 2026

Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

June 5, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is projected to see utility-scale solar

June 12, 2026

Policy and Regulation

Implementing the EU Battery Passport: A Staged Approach for a Resilient Supply Chain

A phased rollout of the EU Battery Passport is critical to strengthening Europe’s battery supply chain and ensuring effective regulatory compliance.

June 12, 2026

Policy and Regulation

Federal Court Restores 5% Safe Harbor for Wind and Large Solar Projects

A recent federal court decision reinstates the 5% safe harbor rule for wind and large solar facilities, underscoring its significance for renewable infrastructure development.

June 8, 2026

Policy and Regulation

Connecticut Advances Solar Policy with New 2026 Omnibus Bill

Connecticut’s HB 5340 ushers in expanded solar and storage initiatives alongside permitting modernization, while introducing new development limits.

June 6, 2026

« Previous Page1 Page2 Page3 Page4 Page5 Next »

SOLMAR INFRASTRUCTURE BRIEF

Market views, delivered.

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.

Optional: what matters most to you?

Data Centers & AI Markets Policy Grid & Tech Manufacturing Finance Transmission

No selection means you'll receive the full brief. You're on the list.

Solmar Capital

A tailored, developer-founded service for power-aligned energy, land, and digital infrastructure opportunities.

Platform

Overview Markets Platform Login

Company

Who We Serve About Insights

Get Started

Request Access Contact Get the Brief