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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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Market Data and Outlook

Renewable Energy Firms Join Russell 3000 Index Amid Market Shifts

Recent additions of renewable energy companies to the Russell 3000 index reflect accelerating integration of clean energy infrastructure in the US market.

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June 30, 2026
Grid Operations and Technology

Advancing Energy Resilience with Flow and Zinc Hybrid Batteries in Maldives and California

Flow and zinc hybrid battery technologies are being deployed in the Maldives and California to enhance microgrid energy resilience and sustainability.

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June 30, 2026
Grid Operations and Technology

California’s Community Choice Aggregators Pioneering Battery Storage Integration

California’s Community Choice Aggregators are driving innovation in battery storage deployment, advancing grid flexibility and renewable integration statewide.

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June 29, 2026
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
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