Updating project level details (LS-2) and forecasts (LS-1)
In this note we summarize the changes we have made to our project level details (LS-2) and 2025E / 2026E forecasts (LS-1).
SOLARSAT™: March wraps up very active Q1
Below see key takeaways after going through our utility-scale solar satellite data for the month of March.
SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low
Below see key takeaways after going through our utility-scale solar satellite data for the month of February.
Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum
Below we list takeaways after updating our utility scale solar database (LS-2 and PLUS-201).
SOLARSAT™: Construction off to quick start (Jan firstDIRT ~3 GWac)
Below see key takeaways after going through our utility-scale solar satellite data for the month of January.
Pipeline steps up to 71 GW; Texas still @ top (AZ #2); New construction +10-20% 2025E (vs 35% last year); Beware of EIA data
In this report, we are updating our historical battery storage data for Q4’24 and publishing new forecasts for 2025E / 2026E. Broadly speaking, the storage market remains on firm footing, with growth continuing into this year
2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound)
In this note we are updating our LS-1, LS-2, and PLUS-201 data sheets and forecasts.
SOLARSAT™: Active December for site prep; PJM signs of life; Trackers land down 7% full year; Construction delays update
Below see key takeaways after going through our utility-scale solar satellite data for the month of December.
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 November.
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.
