Resi Solar Update
In this note, we have pulled out notable data trends from Q3 earnings for the residential solar market. On the list of key takeaways include 1) lofty 2022E expectations for base load solar installations 2) huge battery demand that is being stifled by availability and 3) increasing risk for large watt panel shortages.
Texas Becomes Solar King (updating solar model)
In this note, we refresh some of our utility scale solar data, focusing on leading indicators like applications and construction starts.
U.S. Offshore Wind Orderbook Update [Lium Sheets]
This week, we have updated our Offshore Pipeline Sheet to reflect…
U.S. Residential Solar (RUN, SPWR, NOVA, ENPH, SEDG) – Data Trends To Watch Through Earnings
In this post, we focus on Resi Solar data trends to watch this earnings season…
U.S. Utility Scale Solar (FSLR, ARRY, FTCI, SHLS) – Data Trends To Watch Through Earnings
In this post, we focus on Utility Solar data trends to watch this earnings season…
U.S. Onshore Wind (VWS, SGRE, AGR, NEE, ORSTED) – Data Trends To Watch Through Earnings
In this post, we focus on Onshore Wind data trends to watch this earnings season…
U.S. Offshore Wind (VWS, SGRE, NOV, AGR, ORSTED) – Data Trends To Watch Through Earnings
In this post, we focus on Offshore Wind data trends to watch this earnings season…
Offshore Wind Pipeline Update – More New Jersey Megawatts
This week, we have updated our Offshore Pipeline Sheet, observing that….
Northeast Electricity Supply In Decline
In this post, we focus on the renewables buildout in the U.S., particularly given recent gas, coal, and power shortages in both Europe and China. Our key takeaway is that…
Wind Turbine Study (older turbines depreciating faster than expected)
Wind electricity generation has been lagging capacity growth in recent quarters. This study highlights some of the…