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
Below see key takeaways after reviewing utility-scale solar construction activity for June 2025.
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.
SOLARSAT™: New construction takes breather in May (worst month of 2025)…while tracker installs pick up pace
Below see key takeaways after reviewing utility-scale solar construction activity for May 2025.
Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways
In this note, we are summarizing the key takeaways after updating our data for the latest development and regulatory filings.
SOLARSAT™: April confirms upward trajectory; Revising estimates higher; Trackers likely up 15-20%
Below see key takeaways after reviewing utility-scale solar construction activity for April 2025.
Data trends firm dispite anecdotes; Record 15 GW approved / 6 GW started in Q1; California doing better
In this report, we are updating our utility battery storage data for Q1’25.
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.