San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition)
This week, we attended the RE+ solar conference in San Antonio, where the bulk of conversations were focused on…
California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone
In this residential solar note, we are highlighting recent cost data as well as installation demand trends and a differentiated point of view on the supply chain.
RESI SOLAR: Cali Pull Forward; Cost Trends; Model Update
In this residential solar note, we are highlighting recent data related to installation activity and costs.
SOLAR: Takeaways From Denver Solar & Storage Conference
This week, we attended the Colorado Solar & Storage Association (COSSA) Conference in Denver with several takeaways for both residential and utility scale solar. Generally speaking, we found the conference to be…
Renewable Energy Data Trends To Watch Through Earnings [PDF DOWNLOAD]
In this post, we provide an earnings preview of key themes, catalysts, and data to watch in renewables energy during 4Q21 reporting season… Members are able to download a slide deck with charts and analysis covering Utility Scale Solar, Resi Solar, Storage, and Wind themes.
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…
Rooftop Solar Installations Getting More Expensive
In this post, we pulled solar cost data from each of the major U.S. regions, noting a consistent theme of higher installation costs in recent months.
Q3 Residential Solar Update – As Expected
After updating data through mid-September, Q3 is playing out largely as expected with demand tracking up ~8%, driven by a big jump in Southeast installations (publics underexposed here).
Resi-Solar Spotlight: Southeast Surge
In this post, we have taken a closer look at solar data in the Southeast. While the Southeast has been by far the biggest laggard in residential solar activity, the latest trends suggest momentum could be picking up, suggesting big potential for growth going forward.
Permits still humming this week [Solar Stats]
Permit activity continued to hum along, with August on track to hit an all-time high.
