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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

Solar Generation to Surpass Coal in ERCOT in 2026

May 29, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is set to witness a historic

June 5, 2026

Policy and Regulation

Accelerating Distributed Energy Resources Deployment in California

Deploy Action’s recent polling underscores urgent stakeholder consensus on speeding up distributed energy resource integration in California’s evolving grid landscape.

June 5, 2026

Policy and Regulation

Leading States Highlight How Community Solar Program Design Drives Market Growth

Community solar programs in Maine, Minnesota, and New York exemplify how thoughtful state-level design accelerates shared solar adoption and infrastructure development.

June 4, 2026

Policy and Regulation

Why Some US BESS Developers Are Opting Out of the Investment Tax Credit

Certain US battery energy storage system developers are deciding against claiming the investment tax credit, a choice driven by evolving market, technical, and policy conditions.

June 3, 2026

Policy and Regulation

Mexico Advances Renewable Growth with Fast-Track Permitting for Power and Storage

Mexico’s new streamlined permitting program accelerates renewable energy and battery storage deployment, enhancing clean energy integration and grid reliability.

June 2, 2026

Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

May 22, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is projected to see utility-scale solar

May 29, 2026

Policy and Regulation

BlueHub Loan Fund Unlocks $45 Million for Low-Income Solar Deployment by GRID Alternatives

BlueHub Loan Fund’s $2.5 million financing secures Enphase microinverters, enabling GRID Alternatives to leverage $45 million for solar installations in underserved communities.

May 28, 2026

Policy and Regulation

California Energy Commission Approves Landmark 3.2GWh Battery Storage Facility

The California Energy Commission has greenlit a 3,200MWh battery energy storage system, leveraging accelerated permitting to advance grid modernization and emissions goals.

May 27, 2026

Policy and Regulation

Appalachian Power’s 1.1 GW Clean Energy Procurement Advances Regional Decarbonization

Appalachian Power launches a comprehensive solicitation for 1.1 GW of wind, solar, hydro, and renewable energy certificates to enhance clean energy infrastructure in the region.

May 27, 2026

Policy and Regulation

Regulatory Uncertainty Dampens Germany’s Energy Storage Momentum Until 2027

Despite Germany’s leading position in European energy storage, unresolved policy and regulatory challenges are slowing investor engagement, with clarity expected no earlier than 2027.

May 27, 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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