SOLARSAT NOTE TO CLIENTS 010926
In this note, we summarize the latest utility-scale solar satellite and field level data trends.
SOLARSAT NOTE TO CLIENTS 121025
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.
UTILITY SCALE SOLAR NOTE TO CLIENTS 111925
UTILITY SCALE SOLAR NOTE TO CLIENTS 111925
SOLARSAT NOTE TO CLIENTS 111125
SOLARSAT NOTE TO CLIENTS 111125
UTILITY SCALE SOLAR NOTE TO CLIENTS 102025
UTILITY SCALE SOLAR NOTE TO CLIENTS 102025
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.
SOLARSAT™: Not yet seeing post-OBBB construction surge; Surprisingly SLOW TEXAS – driven by a MAJOR problem; PJM solar FINALLY taking flight
Below see key takeaways after reviewing utility-scale solar construction activity for August 2025.
New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval
UTILITY SCALE SOLAR NOTE TO CLIENTS 082625
SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)
Below see key takeaways after reviewing utility-scale solar construction activity for July 2025.
SOLARSAT™: June construction bounces after May dip
Below see key takeaways after reviewing utility-scale solar construction activity for June 2025.