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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

Transmission and Interconnection

PJM to review SoftBank’s 10 GW AI project using Ohio state framework

PJM will study SoftBank’s planned 10 GW AI data center and 10.2 GW gas-fired generation project in Ohio under a state agreement process.

October 15, 2026

Transmission and Interconnection

Texas study finds competitive bidding could cut transmission costs

Competitive procurement of high-voltage transmission projects in Texas could save ratepayers as much as $22 billion over project lifetimes.

October 1, 2026

Transmission and Interconnection

Assured Communications to build subsea cable landing in Los Angeles

Assured Communications is developing a subsea cable landing station at Digital Realty’s LAX12 data center to enhance trans-Pacific connectivity.

September 24, 2026

Transmission and Interconnection

Eastern Interconnection transmission projects could yield $15.3B in value

A new study finds 13 targeted transmission projects in the Eastern Interconnection could deliver $15.3 billion in net system value.

September 4, 2026

Transmission and Interconnection

DOE cancels three major transmission corridors amid policy shift

The Department of Energy will not advance three designated transmission corridors, citing cost and reliability concerns linked to previous policy objectives.

August 18, 2026

Transmission and Interconnection

AI-driven demand intensifies strain on North America’s grid

North America’s grid faces mounting strain as AI, electrification, and data center demand drive record load growth. Interconnection delays and grid readiness are reshaping infrastructure investment strategies.

August 17, 2026

Transmission and Interconnection

ATC progresses 345-kV transmission upgrade in central Wisconsin

ATC advances a major 345-kV transmission project in central Wisconsin, marking milestones in grid reliability and regional power infrastructure.

August 14, 2026

Transmission and Interconnection

Dominion ordered to allocate transmission costs to data centers

Virginia regulators have ruled that Dominion Energy must directly assign certain transmission infrastructure costs to data centers, reshaping grid cost recovery as the sector expands.

August 13, 2026

Transmission and Interconnection

Texas pauses data center interconnections amid 474 GW queue

Texas halts new data center grid connections as Gov. Abbott orders an audit of 474 GW in ERCOT interconnection requests, citing concerns over grid reliability.

August 6, 2026

Transmission and Interconnection

Ohio commits $20 million to new fiber build across 15 counties

Ohio is investing $20 million to fund Com Net Inc.’s construction of a middle-mile fiber network across 15 counties, aiming to bolster digital infrastructure and connectivity.

August 5, 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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