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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
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
Manufacturing and Supply Chain

TALON PV’s Cell Manufacturing Platform to Strengthen U.S. Solar Supply Chain

TALON PV’s establishment of a 9.6 GW domestic solar cell manufacturing capacity marks a pivotal step in securing U.S. leadership in photovoltaic technology and supply chain resilience.

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June 23, 2026
Policy and Regulation

U.S. Polysilicon Trade Decision Delayed, Extending Regulatory Uncertainty for Solar Sector

The postponement of the U.S. polysilicon Section 232 trade ruling to August extends uncertainty for large-scale solar developers, affecting supply chain dynamics and project timelines.

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June 22, 2026
Policy and Regulation

Restricting U.S. Wind and Solar Growth Risks $121 Billion in Energy Costs

Limiting new wind and solar projects in the U.S. threatens to increase reliance on natural gas, destabilizing power markets and driving up costs for consumers.

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June 20, 2026
Grid Operations and Technology

US Energy Storage Firms FlexGen and Eos Enter European Market with Initial Contracts

US-based energy storage specialists FlexGen and Eos Energy Enterprises have secured their first European deals, marking critical steps in expanding advanced storage infrastructure on the continent.

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June 20, 2026
Policy and Regulation

Utility-Scale Solar Utilizes Minimal Prime Farmland Across the U.S.

Utility-scale solar facilities occupy less than 0.07% of U.S. prime farmland, highlighting their limited land impact compared to other land uses as the 2026 farm bill nears consideration.

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June 19, 2026
Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

June 12, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is on track to witness a

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June 19, 2026
Data Centers and AI Infrastructure

Advancing Data Center Resilience with Solid-State Transformers

Solid-state transformer technology offers a transformative solution to data center power challenges by improving efficiency, resilience, and scalability.

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June 19, 2026
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SOLMAR INFRASTRUCTURE BRIEF

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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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