Solar satellite data
Latest
solarSAT™ reports
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along
Below see key takeaways after going through our utility-scale solar satellite data for the month of...
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along
Below see key takeaways after going through our utility-scale solar satellite data for the month of...
Interconnection approvals rebound…driven by big projects in desert states…benefitting from wave of queue requests 3-5 years ago
Following a slow start to 2024, interconnection approvals have rebounded since June.
SOLARSAT™: Oct solar construction of soft side (<2GW); 85% new activity in Trump states; Trackers on pace for down 5-10% y/y
Little less than 2 GWac of new projects kicked off during October
Model update…2024 trackers DOWN 5-10% (new construction +15%); 2025E signs of +10-20%
In this note, we are updating our 2024/2025 Utility Scale Solar Model (LS-1) after putting in...
SOLARSAT™: September new starts firm again (2.6 GWac); Q3 lands +12% y/y; Tracker installs soft
After a record August, September new construction has remained firm. Specifically, 2.6 GWac of new projects...
Refreshing data sheets to reflect latest construction starts (LS-2, PLUS-201); 2025E tracker outlook improving
In this note, we are updating our LS-2 and PLUS-201 files to reflect the latest satellite...
SOLARSAT™: Huge August for new construction starts (3Q tracking +20% y/y)
After a disappointing July, new construction starts have seen a huge bounce in August. In fact,...
Deeper Dive To Understand Project Delays
As a broad takeaway, delays in project developments are slightly more elevated now, but NOT significantly...
Pipeline update (approvals get support after 3 down qtrs); TX strong as ever; CAISO/PJM terrible
In this update, we have processed the new interconnection approvals that have been executed over the...
