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…
Utility Solar Update
In this note, we update our U.S. utility scale solar thoughts for November data while also reviewing 2021. Most notable has been a surprising jump in new construction activity despite overwhelming anecdotes regarding higher costs and logistics delays.
Resi Solar Update
In this note, we have pulled out notable data trends from Q3 earnings for the residential solar market. On the list of key takeaways include 1) lofty 2022E expectations for base load solar installations 2) huge battery demand that is being stifled by availability and 3) increasing risk for large watt panel shortages.