BATTERY STORAGE NOTE TO CLIENTS 052026
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™ NOTE TO CLIENTS 051226
In this note, we refresh our monthly satellite and on-the-ground datasets, with April updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
UTILITY SCALE SOLAR NOTE TO CLIENTS 042826
In this note, we are updating our utility solar quarterly data and forecasts to reflect the latest trends in construction starts, approvals, crew counts, and market share… cycle remains firmly intact… construction starts running better than expected… approvals and orders stronger… domestic module demand (and supply) is ramping…
SOLARSAT™ NOTE TO CLIENTS 041026
In this note, we refresh our monthly satellite and on-the-ground datasets, with March updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
SOLARSAT™ NOTE TO CLIENTS 031126
In this note, we refresh our monthly satellite and on-the-ground datasets, with February updated for FirstDirt, Trackers, Panel Installations, and Interconnections… We have also reviewed the SEIA / Woodmac report published this week…
UTILITY SCALE SOLAR NOTE TO CLIENTS 022526
In this note, we summarize our takeaways after processing the last three months of applications, permits, and approvals… utility scale solar is pacing ahead of schedule in the near / medium term… increasingly concerned about growth thereafter.
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… Despite the slow start, we are still anticipating 2026E to post strong utility-solar construction growth… with orders and backlog also ticking higher.
2025 modest construction growth (+7%); Growth reaccelerating this year (CA, Northwest, Georgia); PRIM boost last year, MTZ on deck
Construction activity for large scale FTM battery storage increased modestly to… GW in 2025… We are projecting battery storage construction growth to reaccelerate into the… per year range in 2026/2027
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 industry metrics such new approvals / construction / installations and company specific such as EPC / tracker / module market share…
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 speaking, the end of the year wrapped up about as expected with another…