Solar Data Takeaways From Earnings (NOVA, ENPH, FSLR)
Results and comments out of earnings season will shape the renewables market over the next few months…
Resi Solar Permits Finally Gaining Momentum [Solar Stats]
After a disappointing Q1, residential solar permits are finally gaining momentum…
California Publishes Positive Resi Solar Data
This week, PGE/SCE/SDGE released early Q1 data, highlighting generally constructive residential solar activity.
ENPH Still Has Running Room (just ask RUN)
After taking a huge share in 2020, recent state equipment data suggests the share gains have continued this year, with potential for further upside.
TSLA Increases Focus on Wealthy Customers (won’t sell panels w/o battery)
TSLA’s shift in strategy presents potential opportunities for other solar providers to gain share.
New York Solar Disappointing In Q1
This week, New York issued solar installation data for Q1’21, highlighting the recent softness (partially due to seasonality) in the parts of the Northeast. Specifically, the number of New York installations declined by X% sequentially in Q1’21…
Hawaii Senate Picking On Already Sluggish Solar Market
This week, the Hawaii Senate approved a bill to reduce the cap on residential solar tax credits, adding uncertainty to a market already showing cracks.
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…
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…