Resi-Solar Humming In August
This week, residential solar permit activity has continued to hum along, potentially pushing August to another all-time high.
Q2 Resi Solar Review
In this note, we have summarized company specific solar installations for Q2’21A and expected H2’21E based on recent guidance.
Updating Our Resi-Solar Model (Q3 + single digits; 2022E +20%)
With Q2 permit data largely filled out (only waiting on a big New Jersey dataset), we have updated our residential solar model with the latest data.
Big Resi California Dataset Out This Week
This week, California released their DG stats, highlighting relatively robust activity after a slow start to the year.
Power / Renewables – 8 Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…
Resi-Solar Permits Jump In June
After a surprising decline in May, residential solar permits jumped X% in June and are now back on track to hit X% y/y growth in 2021E.
Southwest & California Strong Again This Week…Northwest & Northeast Next [Solar Stats]
Permit activity was up +8% this past week, following a slight down week…
Solar Import Ban Is More ‘Shot Across The Bow’ Than Disruptive Blow
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
NYC Solar Conference Debrief
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
Resi Solar Permits Slow Through Memorial Holiday [Solar Stats]
Following two relatively flat weeks, permits are down -12% W/W with very few permits over the Memorial Day holiday…