Texas Becomes Solar King (updating solar model)
In this note, we refresh some of our utility scale solar data, focusing on leading indicators like applications and construction starts.
U.S. Residential Solar (RUN, SPWR, NOVA, ENPH, SEDG) – Data Trends To Watch Through Earnings
In this post, we focus on Resi Solar data trends to watch this earnings season…
U.S. Utility Scale Solar (FSLR, ARRY, FTCI, SHLS) – Data Trends To Watch Through Earnings
In this post, we focus on Utility Solar data trends to watch this earnings season…
Northeast Electricity Supply In Decline
In this post, we focus on the renewables buildout in the U.S., particularly given recent gas, coal, and power shortages in both Europe and China. Our key takeaway is that…
Rooftop Solar Installations Getting More Expensive
In this post, we pulled solar cost data from each of the major U.S. regions, noting a consistent theme of higher installation costs in recent months.
Q3 Residential Solar Update – As Expected
After updating data through mid-September, Q3 is playing out largely as expected with demand tracking up ~8%, driven by a big jump in Southeast installations (publics underexposed here).
Resi-Solar Spotlight: Southeast Surge
In this post, we have taken a closer look at solar data in the Southeast. While the Southeast has been by far the biggest laggard in residential solar activity, the latest trends suggest momentum could be picking up, suggesting big potential for growth going forward.
Biden’s Solar 40% By 2035 Already Falling Short
In this note, we have taken a look at the recent Biden solar goal of 40% by 2035, including near term guideposts (2021-2025) that are already falling short. THIS REPORT IS AVAILABLE TO ALL LIUM MEMBERS INCLUDING THOSE WITH FREE ACCOUNTS. TO READ EITHER:
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Nextracker taking mega-share (- for ARRY, FTCI)
Nextracker (subsidiary of Flex) continues to dominate mega-solar projects (anything over 250 MW)…
Permits still humming this week [Solar Stats]
Permit activity continued to hum along, with August on track to hit an all-time high.