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.
Solar Orderbook Headed To $18bn By Year End
We have updated our utility scale solar orderbook for Q2. Over the last few months…
Q2 Resi Solar Review
In this note, we have summarized company specific solar installations for Q2’21A and expected H2’21E based on recent guidance.
Q2 And July Power Trends – Coal And Solar!
As we head into earnings the next couple of weeks, the table below summarizes the moving parts of the U.S. power stack for Q2’21 and July so far.
NEXT And FSLR Win Two Mega-projects
This week, Intersect Power announced two solar mega-project contracts to Nextracker (potential IPO) and FSLR, echoing bullish themes from our recent tracker report.
Updating Our Resi-Solar Model (Q3 + single digits; 2022E +20%)
With Q2 permit data largely filled out (only waiting on a big New Jersey dataset), we have updated our residential solar model with the latest data.
Big Resi California Dataset Out This Week
This week, California released their DG stats, highlighting relatively robust activity after a slow start to the year.
Power / Renewables – 8 Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…