SOLARSAT™ NOTE TO CLIENTS 031126
In this note, we refresh our monthly satellite and on-the-ground datasets, with February updated for FirstDirt, Trackers, Panel Installations, and Interconnections… We have also reviewed the SEIA / Woodmac report published this week…
UTILITY SCALE SOLAR NOTE TO CLIENTS 022526
In this note, we summarize our takeaways after processing the last three months of applications, permits, and approvals… utility scale solar is pacing ahead of schedule in the near / medium term… increasingly concerned about growth thereafter.
SOLARSAT™ NOTE TO CLIENTS 021226
In this note, we provide an update on construction activity since the beginning of the year… Despite the slow start, we are still anticipating 2026E to post strong utility-solar construction growth… with orders and backlog also ticking higher.
UTILITY SCALE SOLAR NOTE TO CLIENTS 012226
In this note, we are updating the latest utility-scale solar data, which includes our projections for industry metrics such new approvals / construction / installations and company specific such as EPC / tracker / module market share…
SOLARSAT™: 2025 wraps up as expected (35 GWac new site work); Installs take holiday break; Primoris spotlight (market share + efficiency gains)
In this note, we summarize the latest utility-scale solar satellite and field level data trends. Broadly speaking, the end of the year wrapped up about as expected with another…
SOLARSAT™: Panels on full tilt (9 GW installed last 3 months); Solar crew efficiency up 5-10% this year; FirstDIRT firm
Solar crew count was flat again at ~230 in November compared to October. Compared to last year, the crew count is up 15%, driven by crew adds in Arizona, California, and Louisiana.
Solar train is rolling (RECORD 18 GW approved this quarter); Increasing 2027E construction projections; Applications on a downtrend
In this note, we summarize our utility-scale solar data after processing the last 3-months of construction, approval, and application filings….
SOLARSAT™: Construction momentum remains firm (October +25% y/y); Arizona big month
October utility scale solar projects started construction… very firm for this time of year, tracking up… Solar crew count was flat… EPC crews in California have been the standout…
Increasing 2026E projections (+10-15% y/y); Implies 50-60 more crews needed; Market share adds (Nextracker, Mastec, First Solar)
In this note, we are updating our utility-scale solar model (LS-1) which includes 2026E / 2027E projections for construction, solar crews, trackers and interconnections…
SOLARSAT™: Q3 wraps on high note (tracker installs +20% y/y); Crew efficiency-big gains driven by big EPCs; 2026E thoughts
In this note we 1) update our September construction activity 2) provide color on the latest EPC crew efficiency data and 3) take a glance at 2026E.