POWER RESEARCH
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Power Updates
SOLARSAT™: New construction – no problem; Nextera overweight; Trackers flat; Shoals losing share
U.S. utility-scale solar market is having no problem starting projects.
AD/CVD pockets of risk, but mostly exaggerated
In this note, we summarize our recent data collected surrounding U.S. solar module imports and solar...
Lowering 2024E tracker forecast (now +0-5%); New construction starts on schedule
After seeing the pace of 1Q starts, collecting new permits / interconnections agreements, and reassessing our...