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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.

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Grid Operations and Technology

The Virtual Power Plant Era Reshapes U.S. Grid Infrastructure

The rise of virtual power plants marks a pivotal shift in U.S. energy infrastructure, responding to mounting electricity demands and evolving grid dynamics.

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June 27, 2026
Grid Operations and Technology

Enlight Advances Arizona Solar and Storage Complex with New Financing

Enlight Renewable Energy secures critical financing to develop the 1.2GW/4GWh CO Bar Complex, marking a significant boost for solar and storage infrastructure in Arizona.

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June 27, 2026
Data Centers and AI Infrastructure

Rising VMware Migration Trends Reflect Evolving Virtualization Needs

Increasing VMware migration activity underscores shifting business requirements, cost pressures, and evolving infrastructure dynamics in enterprise IT.

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June 26, 2026
Market Data and Outlook

Renewable Energy PPA Prices Set to Surge Post-July 4 Tax Credit Deadline

The expiration of key tax credits on July 4 threatens to significantly increase renewable energy PPA prices, with ERCOT projects particularly impacted by surging no-tax-credit premiums.

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June 26, 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

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June 26, 2026
Grid Operations and Technology

Tesla, Sunrun, and Renew Home Launch 16GW Virtual Power Plant Framework in PJM Region

Tesla, Sunrun, and Renew Home have partnered to deploy a 16GW virtual power plant, enhancing grid reliability and capacity in the PJM power market.

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June 25, 2026
Manufacturing and Supply Chain

U.S. Solar Cell Technology Leadership: Charting the Path to 2030

The future of U.S. solar cell technology hinges on developing independent manufacturing roadmaps and securing domestic material supply chains.

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June 25, 2026
Grid Operations and Technology

Dominion Energy Virginia Issues RFI for Long-Duration Energy Storage Technologies

Dominion Energy Virginia seeks detailed insights on long-duration energy storage systems to enhance grid resilience and support regional clean energy goals.

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June 24, 2026
Data Centers and AI Infrastructure

Wood Mackenzie Expands Demand-Driven Grid Modeling with LandGate Acquisition Amid U.S. Data Center Growth

Wood Mackenzie’s acquisition of LandGate highlights a pivotal shift toward demand-centric grid analysis as data centers drive significant U.S. electricity load growth.

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June 24, 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.

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June 24, 2026
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A secure, developer-founded platform for power-aligned energy, land, and digital infrastructure opportunities.

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