SOLARSAT™: Utility solar activity slow through February (probably seasonal, but worth watching)
Utility scale solar construction was pretty uneventful through February, with firstDIRT (new construction) and panel installations both down from January and lower than the Q4’2022 average.
SOLARSAT™: Big start to 2023 (panels installed jump another 25%); More solar likely in H1’23E than 2022 total; New construction still hibernating
surprising jump in panel deliveries over the last 30 days, with January installations 25% higher than the previous record in mid-2021.
SOLARSAT™: Another big month for panel installations; NextEra primary driver; New construction at seasonal low
On the new construction side (leading indicator to tracker installs), activity has been slower than usual with only ~800 MWac per month started in Nov / Dec.
SOLARSAT™: November new construction starts drop sharply (after six very strong months); Panel installations on uptrend
Q4 construction starts are now likely to land in the range of 2.9-3.5 GWac, down substantially from both Q3 and Q2.
SOLARSAT™: Panel deliveries accelerating (18 GW p.a. in Oct); Big queue waiting final commish (mostly TX); FirstDIRT™ firm through Oct
In this note, we summarize the utility solar trends identified while going through the latest October solarSAT™ data. Most noticeable has been the…
SOLARSAT™: Panel deliveries still slow; Tracker activity surge; ARRY / MAXN / Gemini project racing along
As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium solarSAT™ to better inform the market with real-time solar satellite monitoring. With this product, investors and corporate management can monitor the status of all U.S. large scale solar projects, including the day each project broke ground (firstDIRT™), timing of panel deliveries, and final completions. In this report, see findings as we update our data for August satellite imagery.
SOLARSAT™: Launch: Leading Indicator for U.S. Utility Scale Solar Activity
As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium solarSAT™ to better inform the market with real-time solar satellite monitoring. With this product, investors and corporate management can monitor the status of all U.S. large scale solar projects, including the day each project broke ground (firstDIRT™), timing of panel deliveries, and final completions.
