SOLARSAT™ NOTE TO CLIENTS 091026
In this note, we refresh our monthly satellite and on-the-ground datasets, with August updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
UTILITY SOLAR NOTE TO CLIENTS 082626
In this note, we update our Q3 solar development data, paying closest attention to 1) new project applications 2) projects being approved to the late stage pipeline (including surprising spike in federal approvals) and 3) recent utility scale solar cycle times.
STORAGE NOTE TO CLIENTS 081226
In this note we highlight takeaways from our latest battery storage update… New construction starts for utility-scale battery storage (BESS) in Q2 were… BESS construction approvals also… the pipeline of late stage BESS projects continued to…
SOLARSAT™ NOTE TO CLIENTS 081026
In this note, we refresh our monthly satellite and on-the-ground datasets, with July updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
Updated projections (construction / crew counts higher); Early stage pipeline lower; Mastec, Solv, Gamechange share gains
In this note, we are updating our utility-scale solar data and forecasts… latest trends in construction starts, approvals, crew counts, and market share… Broad takeaways from this update has been… to early stage indicators like applications and approvals while… construction activity and crew counts.
SOLARSAT™: June caps robust Q2 construction starts; Crew counts up 20% y/y; Solv, Mastec, Gamechange outliers
In this note, we refresh our monthly satellite and on-the-ground datasets, with June updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
SOLARSAT™: Record construction in May; Solar crew counts grow 23% y/y; Interconnections on track for 52 GWdc next year (up 30% vs 2024)
In this note, we refresh our monthly satellite and on-the-ground datasets, with May updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
Muted development qtr (after very good Q1); Less urgency in TX and SWEST; PJM / MISO queues being cleaned
In this note, we update our Q2 solar development data, paying closest attention to 1) new project applications 2) projects moving into pre-contract phase and 3) projects being approved to the late stage pipeline.
Another record construction quarter (9.6 GW); Rotation back to California (offsets ERCOT flat/down); Quanta, Mortenson, Rosendin winners
In this note we highlight takeaways from our latest battery storage update… New construction starts for utility scale battery storage jumped to a record… CAISO, MISO, and PJM were the standouts this quarter…
SOLARSAT™: April new starts light @ 2.8 GW (lots of projects, but all small); Midwest ramp begins; crews jump
In this note, we refresh our monthly satellite and on-the-ground datasets, with April updated for FirstDirt, Trackers, Panel Installations, and Interconnections…