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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

Emerging Risks in Solar Asset Management: Fires, Compliance, and Battery Data Accuracy

Recent assessments reveal critical operational threats to solar infrastructure including equipment fires, regulatory compliance challenges, and inaccuracies in battery performance data.

May 13, 2026

Policy and Regulation

Harnessing Integrated Policy Tools to Resolve Renewable Energy Siting Challenges

Innovative contractual frameworks are reshaping renewable energy siting by balancing long-term regulatory certainty with infrastructure benefits for communities.

May 12, 2026

Policy and Regulation

Tim Pawlenty Appointed President and CEO of SEIA Amid Solar Industry Growth

Former Minnesota Governor Tim Pawlenty takes the helm as president and CEO of SEIA, signaling a strategic shift in solar industry leadership focused on accelerating deployment and policy advancement.

May 12, 2026

Policy and Regulation

U.S. Inverter Market Growth Faces Regulatory and Supply Challenges

The U.S. inverter market is set to expand steadily, yet evolving policy constraints and supply chain limitations present critical hurdles for developers and manufacturers.

May 6, 2026

Policy and Regulation

The Infrastructure Investment Case for Solar and Storage

The accelerating demand for electricity is driving a fundamental reconsideration of solar and storage as core infrastructure, reshaping energy delivery and resilience.

May 5, 2026

Policy and Regulation

California Greenlights Major 300MW Solar and 1.2GWh Battery Storage Project

California’s approval of the 300MW/1200MWh Soda Mountain solar and battery project marks a significant step toward enhancing grid reliability and renewable integration.

May 5, 2026

Policy and Regulation

Illinois Shines Highlights Walldog Solar Agrivoltaics Project

Illinois Shines reaches nearly 4 GW of capacity, showcasing Walldog Solar, a unique agrivoltaic and pollinator-friendly community solar installation.

May 2, 2026

Policy and Regulation

Streamlining Energy Infrastructure: DOE Prioritizes Accessible Development

The US DOE emphasizes the urgent need for simplified permitting and streamlined infrastructure development to support affordable and reliable energy across all sources.

May 1, 2026

Policy and Regulation

Maine Advances Community Choice Aggregation to Accelerate Local Clean Energy

Maine becomes the 11th state to adopt community choice aggregation, empowering municipalities to control electricity sourcing and advance renewable energy goals locally.

April 28, 2026

Policy and Regulation

Harnessing AI for Solar Advocacy and Sustainable Energy Growth in Puerto Rico

AI is emerging as a pivotal tool for solar and storage advocates in Puerto Rico, enabling more effective policy engagement and infrastructure planning amid evolving energy challenges.

April 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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