Solar satellite data
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solarSAT™ reports
UTILITY SOLAR NOTE TO CLIENTS 060126
In this note, we update our Q2 solar development data, paying closest attention to 1) new...
SOLARSAT™ NOTE TO CLIENTS 051226
In this note, we refresh our monthly satellite and on-the-ground datasets, with April updated for FirstDirt,...
UTILITY SCALE SOLAR NOTE TO CLIENTS 042826
In this note, we are updating our utility solar quarterly data and forecasts to reflect the...
SOLARSAT™ NOTE TO CLIENTS 041026
In this note, we refresh our monthly satellite and on-the-ground datasets, with March updated for FirstDirt,...
SOLARSAT™: EIA 860M (SEIA) is broken, ignore it; 2026 grows 10+% (albeit ho-hum start w/ low tracker installs); Nextera adds new Mortenson work
In this note, we refresh our monthly satellite and on-the-ground datasets, with February updated for FirstDirt,...
Approvals inflect higher (25 GW this qtr); Visibility through 2027E; But new applications have dried up
In this note, we summarize our takeaways after processing the last three months of applications, permits,...
SOLARSAT™: Slow construction start (lot of bad weather); Solar crews drop 12 to 208; Solv starts massive Swenson project; Gamechange taking share
In this note, we provide an update on construction activity since the beginning of the year......
Data refresh & 2026E projections; EPC mkt share favors MTZ (PWR lower 2025); Gamechange takes back share
In this note, we are updating the latest utility-scale solar data, which includes our projections for...
SOLARSAT™: 2025 wraps up as expected (35 GWac new site work); Installs take holiday break; Primoris spotlight (market share + efficiency gains)
In this note, we summarize the latest utility-scale solar satellite and field level data trends. Broadly...
SOLARSAT™: Panels on full tilt (9 GW installed last 3 months); Solar crew efficiency up 5-10% this year; FirstDIRT firm
Solar crew count was flat again at ~230 in November compared to October. Compared to last...