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.
Resi-Solar Humming In August
This week, residential solar permit activity has continued to hum along, potentially pushing August to another all-time high.
Lowering Utility Solar Expectations Through 2022 On Cost / Panel Delays
After taking in recent datapoints, we are updating our quarterly utility scale solar model (click here), noting a number of big projects that have been delayed in recent months
Utility Scale Solar Earnings Takeaways
In the last round of earnings, most utility scale solar companies reported costs above expectations.