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.
SOLARSAT™: April confirms upward trajectory; Revising estimates higher; Trackers likely up 15-20%
April saw another strong month for utility-scale solar starts with… continuing the pace set in March… The largest project to move dirt this month was Hanson Solar (396MW) in Texas…
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
March new solar construction showed no signs of slowing… In fact, an additional… projects kicked off construction last month… capping off a huge Q1.
SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low
After running February satellite data… we are seeing a clear inflection in the level of new construction starts for utility-scale solar…
Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum
Below we list takeaways after updating our utility scale solar database (LS-2 and PLUS-201).
SOLARSAT™: Construction off to quick start (Jan firstDIRT ~3 GWac)
During January, we identified… utility-scale solar projects that kicked off site work during the month… This compares to the last three Januarys that averaged… and during a seasonally slow time of year…