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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

esVolta Secures $450 Million to Accelerate US Battery Energy Storage Expansion

esVolta’s expanded credit facility injects up to $450 million capital aimed at scaling large-scale battery energy storage systems across the United States.

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June 9, 2026
Policy and Regulation

Federal Court Restores 5% Safe Harbor for Wind and Large Solar Projects

A recent federal court decision reinstates the 5% safe harbor rule for wind and large solar facilities, underscoring its significance for renewable infrastructure development.

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June 8, 2026
Policy and Regulation

Connecticut Advances Solar Policy with New 2026 Omnibus Bill

Connecticut’s HB 5340 ushers in expanded solar and storage initiatives alongside permitting modernization, while introducing new development limits.

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June 6, 2026
Grid Operations and Technology

EDF and Masdar Secure 15-Year PPAs for Major California Solar-Plus-Storage Project

EDF Power Solutions North America and Masdar have signed long-term power purchase agreements for a 160MWh solar-plus-storage project in California, marking a significant step in regional clean energy infrastructure development.

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June 6, 2026
Market Data and Outlook

Regional Impacts of 24 GW New Electrification Load Drive Solar Growth

Projected 24 GW increase in electrification load through 2035 highlights critical solar PV opportunities, driven by Northeast heat pump adoption and grid modernization needs.

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June 5, 2026
Policy and Regulation

Solar Generation to Surpass Coal in ERCOT in 2026

May 29, 2026 — United States — The Electric Reliability Council of Texas (ERCOT) is set to witness a historic

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June 5, 2026
Policy and Regulation

Accelerating Distributed Energy Resources Deployment in California

Deploy Action’s recent polling underscores urgent stakeholder consensus on speeding up distributed energy resource integration in California’s evolving grid landscape.

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June 5, 2026
Policy and Regulation

Leading States Highlight How Community Solar Program Design Drives Market Growth

Community solar programs in Maine, Minnesota, and New York exemplify how thoughtful state-level design accelerates shared solar adoption and infrastructure development.

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June 4, 2026
Manufacturing and Supply Chain

Structuring US BESS Manufacturing Deals with Chinese Partners Amid FEOC Compliance

Navigating FEOC compliance, US battery energy storage system manufacturing partnerships with Chinese firms present strategic, regulatory, and infrastructure challenges.

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June 4, 2026
Market Data and Outlook

U.S. Solar and Energy Storage Pipeline Expands as Wind Projects Face Headwinds

The U.S. clean energy pipeline grows to 370 GW with notable gains in solar and storage, while wind projects encounter stagnation amid shifting market dynamics.

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June 3, 2026
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