May power data huge for solar; Elec prices surging; Offshore wind pipeline up +33%; Panel import data out next week
Eight Data Trends To Watch Through Earnings Season…
BESS Delay Risk, CleanPower Conf Takeaways, Satellite Intel, New Battery Model Download, & more… [storage hits]
EXCERPT: At the CleanPower conference in San Antonio this week, a key theme was: delays, delays, delays. Unsurprisingly, this was a common refrain among integrators, developers, EPC and assemblers at the conference. Although we did hear a couple anecdotes of easing port congestion, diesel shortages and pricing has become more acute…
AD/CVD Survey (125 projects / 35 delayed / 57 unchanged)
Over the past two weeks, we surveyed the status of ~125 U.S. utility solar projects that had an original 2022 completion prior to the Department of Commerce AD / CVD announcement in late March. The status of the individual project was assessed based on 1) confirmation with the developer that the project is on track despite the AD/CVD petition 2) identification of the project as not sourcing panels from the four targeted Southeast Asia countries or 3) verification that the project is in final stages of installation or commissioning (satellite imagery, visual inspection etc). Key takeaways from this survey include:……
San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition)
This week, we attended the RE+ solar conference in San Antonio, where the bulk of conversations were focused on…
RFPs, R&D, Force Majeure, Cost Overruns, 300TWh Of Storage?, & more… [storage hits]
EXCERPT: In a conversation with the CEO of a large Texas battery storage project developer last week, we discussed the hunt for lithium battery alternatives, lithium price shocks, the periodic table, and pivot opportunities. Also in this post, find details on cost creep in New York storage projects, data showing why California’s new storage target is a layup, and thoughts on read-through to storage fundamentals from the new Auxin Solar Tarif Petition and ARRY’s revenue guidance….
California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone
In this residential solar note, we are highlighting recent cost data as well as installation demand trends and a differentiated point of view on the supply chain.
Cost Creep, Lithium Price Shock Ripples, Developer Conversations, Notes From The Road, + Read-Thru From ARRY, PV Tariff Collateral Damage, & More… [storage hits]
EXCERPT: In a conversation with the CEO of a large Texas battery storage project developer last week, we discussed the hunt for lithium battery alternatives, lithium price shocks, the periodic table, and pivot opportunities. Also in this post, find details on cost creep in New York storage projects, data showing why California’s new storage target is a layup, and thoughts on read-through to storage fundamentals from the new Auxin Solar Tarif Petition and ARRY’s revenue guidance….
Texas Battery Tour, Boots On The Ground, Better Late Than Never, Recon Photos, Storage Attach Rates Soar [storage hits]
EXCERPT: Last week, we got away from the screen for a bit and put some miles on the truck driving across Texas visiting battery storage locations. Focusing primarily on West and Central Texas, we put eyes on: ~1GW of battery storage projects, 11 different projects, 8 projects under construction (75% of the capacity we visited was from projects in the pipeline), and we also cranked the data on storage attach rates…. Login or complete Free Registration below to see the full report including thematic and site specific takeaways…
Battery Storage Launch
The purpose of this primer is to highlight the key components of the U.S. grid scale battery storage market. These slides also introduce proprietary datasets we have built focusing on both macro level battery storage projections / economics and project level details.
Protected: Battery Storage Launch
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