Utility Solar Construction Starts – Jump To 30GW Annually
After processing the latest data, we estimate that utility solar construction starts have averaged 2.5 GW in recent months (30GW annually), suggesting that current expectations for solar additions are still way too low.
Power / Renewables – Eight Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…
Updated ERCOT Backlog (solar booming, wind ho hum)
This week we downloaded the latest monthly ERCOT interconnection queue noting another net X GW of additions, the majority of which continues to come from…
March Was Sooo Windy [Windometer]
U.S. wind resource improved modestly as strength…
Resi Solar Permits Stuck In A Rut
While year ago comps are looking fabulous (up XX% y/y off pandemic low last year), weekly permits were stuck in neutral for most of March…
Biden Is Sandbagging On Offshore Wind Target
Pro-offshore wind policy shifts are now manifesting in a coordinated Federal effort and becoming empirical. We break down some key points here…
4th Straight Week Of Flat Activity [Solar Stats]
For the fourth straight week, permit activity was flat throughout the country. Our strongest regions were…
3rd Straight Week Of Flat – Y/Y Comparisons Begin Their Spike [Solar Stats]
Weekly Observations This Week. Permits were roughly flat for the third week in a row following the big step up in early March. California was the main needle mover higher as permit activity has picked up significantly following a slow start to the year. It is notable that this is the week a year ago that […]
Takeaways From NJ Resi Solar Data Out This Week (RUN, NOVA)
California is the largest state for residential solar installations, but the state’s utility commission is considering new proposals that could drastically impact the addressable market going forward. We dive into what’s happening, discuss potential outcomes and likelihood, and provide historical data context for where things could go from here…
Early Look At Q1 Solar Data
California is the largest state for residential solar installations, but the state’s utility commission is considering new proposals that could drastically impact the addressable market going forward. We dive into what’s happening, discuss potential outcomes and likelihood, and provide historical data context for where things could go from here…