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Infrastructure Insights — Solar, BESS, Data Centers, Land | InfraSale

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Infrastructure Insights

Market intelligence on data center siting, powered land, interconnection, and AI infrastructure demand.

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InfraSale Intelligence

Brief

☀️Solar

IRA Tax Credits Drive Record Solar Manufacturing Investment

IRA manufacturing tax credits have driven over $30 billion in domestic solar factory investments, reshaping the US clean energy manufacturing landscape.

Feb 18, 2026

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Brief

🌍Land

Agricultural Land Conversion for Solar: Navigating Dual-Use Opportunities

Agrivoltaics enables dual-use of agricultural land for both solar energy and farming, with research showing improved crop yields and compelling economics for landowners.

Feb 17, 2026

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Brief

🏢Data Centers

Edge Data Centers: The Next Frontier in Digital Infrastructure

Edge data centers are growing at 20% CAGR, driven by 5G, AI inference, and IoT demand, offering unique opportunities for smaller-scale infrastructure development.

Long-Duration Energy Storage: Iron-Air Batteries Enter Commercial Deployment

Form Energy's iron-air batteries enter commercial deployment, offering 100-hour storage at under $20/kWh — a breakthrough for long-duration energy storage.

FERC Order 2023 Accelerates Interconnection Reform for Clean Energy

FERC Order 2023 reforms the clean energy interconnection process, aiming to reduce timelines from 5 years to 2-3 years through cluster studies and increased financial commitments.

Community Solar Programs Expand Access to Clean Energy Nationwide

Community solar programs are growing 30% annually across 40+ states, with over 7 GW installed, enabling clean energy access for millions who can't install rooftop panels.

Sodium-Ion Batteries Challenge Lithium Dominance in Stationary Storage

Sodium-ion batteries are entering commercial production with 30% lower costs than lithium-ion, offering a compelling alternative for stationary energy storage with improved safety and supply chain advantages.

Brownfield Redevelopment: Converting Industrial Sites to Data Centers

Former industrial brownfield sites are being converted to data center campuses, leveraging existing power infrastructure and community revitalization incentives.

Solar Panel Recycling Industry Emerges as Panels Reach End of Life

The solar panel recycling industry is scaling rapidly as early installations reach end of life, with recoverable materials valued at over $15 billion in the US alone.

Rural Land Values Surge as Renewable Energy Demand Intensifies

Rural land with renewable energy development potential is appreciating 25-40% faster than standard agricultural land, driven by intense competition among solar developers for suitable sites.

Submarine Cable Projects Power New Data Center Markets

Over $10 billion in submarine cable investments are creating new data center markets, with properties near cable landing stations commanding significant land value premiums.

Floating Solar Installations Gain Traction in Water-Constrained Regions

Floating solar installations have reached 6 GW globally, with strong growth in water-constrained regions where they offer dual benefits of clean energy and water conservation.

Feb 7, 2026

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