Increasing 2026E projections (+10-15% y/y); Implies 50-60 more crews needed; Market share adds (Nextracker, Mastec, First Solar)
In this note, we are updating our utility-scale solar model (LS-1) which includes 2026E / 2027E projections for construction, solar crews, trackers and interconnections…
SOLARSAT™: Q3 wraps on high note (tracker installs +20% y/y); Crew efficiency-big gains driven by big EPCs; 2026E thoughts
In this note we 1) update our September construction activity 2) provide color on the latest EPC crew efficiency data and 3) take a glance at 2026E.
SOLARSAT™: Not yet seeing post-OBBB construction surge; Surprisingly SLOW TEXAS – driven by a MAJOR problem; PJM solar FINALLY taking flight
Contrary to the SEIA / Woodmac report this week… we are anticipating a big boost to solar installations (interconnections) through 2028E…
New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval
The latest data is supportive of our view that utility scale solar construction and interconnections will be better than expected over the next several years…
SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)
Below see key takeaways after reviewing utility-scale solar construction activity for July 2025.
OBBB driven construction surge (record 7 GW started); Offsetting data center demand; PJM too little too late
In this note, we are updating our utility-scale battery storage data, which includes a recent surge in construction and development activity.
SOLARSAT™: June construction bounces after May dip
After a dip in May… June new solar construction bounced back… new construction back inline with our original forecast of…
Takeaways from our new monthly U.S. Solar Crew Count
To add transparency to the U.S. utility-scale solar industry, we are now publishing a new monthly Solar Crew Count… This will be a bottom up count of all locations (>50 MWac) actively deploying labor and resources for solar construction and installation…
SOLARSAT™: New construction takes breather in May (worst month of 2025)…while tracker installs pick up pace
After a very strong start to 2025… new utility scale solar construction starts were oddly quiet in May… the lowest by far this year – and during a month that is historically one of the strongest…
Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways
As of May, we now count… utility scale solar projects in the late stage pipeline… Since stalling… in early 2024, the pipeline has been on a steady trend upward.