UTILITY SCALE SOLAR NOTE TO CLIENTS 111925

UTILITY SCALE SOLAR NOTE TO CLIENTS 111925
SOLARSAT NOTE TO CLIENTS 111125

SOLARSAT NOTE TO CLIENTS 111125
BATTERY STORAGE NOTE TO CLIENTS 110525

In this note, we are updating our BESS data for the latest construction and approval data.
UTILITY SCALE SOLAR NOTE TO CLIENTS 102025

UTILITY SCALE SOLAR NOTE TO CLIENTS 102025
SOLARSAT NOTE TO CLIENTS 100925

SOLARSAT NOTE TO CLIENTS 100925
SOLARSAT NOTE TO CLIENTS 090925

SOLARSAT NOTE TO CLIENTS 090925
UTILITY SCALE SOLAR NOTE TO CLIENTS 082625

UTILITY SCALE SOLAR NOTE TO CLIENTS 082625
SOLARSATâ„¢: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)

Below see key takeaways after reviewing utility-scale solar construction activity for July 2025.
OBBB driven construction surge (record 7 GW started); Offsetting data center demand; PJM too little too late

In this note, we are updating our utility-scale battery storage data, which includes a recent surge in construction and development activity.
SOLARSATâ„¢: June construction bounces after May dip

Below see key takeaways after reviewing utility-scale solar construction activity for June 2025.
