AD/CVD Survey (125 projects / 35 delayed / 57 unchanged)
Over the past two weeks, we surveyed the status of ~125 U.S. utility solar projects that had an original 2022 completion prior to the Department of Commerce AD / CVD announcement in late March. The status of the individual project was assessed based on 1) confirmation with the developer that the project is on track despite the AD/CVD petition 2) identification of the project as not sourcing panels from the four targeted Southeast Asia countries or 3) verification that the project is in final stages of installation or commissioning (satellite imagery, visual inspection etc). Key takeaways from this survey include:……
San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition)
This week, we attended the RE+ solar conference in San Antonio, where the bulk of conversations were focused on…
California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone
In this residential solar note, we are highlighting recent cost data as well as installation demand trends and a differentiated point of view on the supply chain.
Battery Storage Launch
The purpose of this primer is to highlight the key components of the U.S. grid scale battery storage market. These slides also introduce proprietary datasets we have built focusing on both macro level battery storage projections / economics and project level details.
UTILITY SOLAR: Utilization Study
In this study, we have gathered output data for all U.S. utility scale solar installations
RESI SOLAR: Cali Pull Forward; Cost Trends; Model Update
In this residential solar note, we are highlighting recent data related to installation activity and costs.
SOLAR: Takeaways From Denver Solar & Storage Conference
This week, we attended the Colorado Solar & Storage Association (COSSA) Conference in Denver with several takeaways for both residential and utility scale solar. Generally speaking, we found the conference to be…
Renewable Energy Data Trends To Watch Through Earnings [PDF DOWNLOAD]
In this post, we provide an earnings preview of key themes, catalysts, and data to watch in renewables energy during 4Q21 reporting season… Members are able to download a slide deck with charts and analysis covering Utility Scale Solar, Resi Solar, Storage, and Wind themes.
Context For Imminent California NEM 3.0 Decision (RUN, SPWR, ENPH)
The proposed decision for NEM 3.0, California’s net metering program, is due by December 13 with an official decision coming at least a month later. This has big implications for the largest solar market in the U.S. and this report offers context ahead of the decision…
Battery Update: Takeaways from Phoenix Storage Conference (FLNC, EOSE, STEM)
This week, we attended the Energy Storage Association Conference in Phoenix, largely focused on utility scale FTM market. Key takeaways from our interactions include…