California Publishes Positive Resi Solar Data
This week, PGE/SCE/SDGE released early Q1 data, highlighting generally constructive residential solar activity.
ENPH Still Has Running Room (just ask RUN)
After taking a huge share in 2020, recent state equipment data suggests the share gains have continued this year, with potential for further upside.
TSLA Increases Focus on Wealthy Customers (won’t sell panels w/o battery)
TSLA’s shift in strategy presents potential opportunities for other solar providers to gain share.
New York Solar Disappointing In Q1
This week, New York issued solar installation data for Q1’21, highlighting the recent softness (partially due to seasonality) in the parts of the Northeast. Specifically, the number of New York installations declined by X% sequentially in Q1’21…
ERCOT Outage Scare – Unprepared For Wind Volatility (not demand or maintenance problem)
While wind is a fantastic source of renewable energy, it is inherently unpredictable, which is leaving ERCOT ill-prepared to ramp up and down gas generation…
Hawaii Senate Picking On Already Sluggish Solar Market
This week, the Hawaii Senate approved a bill to reduce the cap on residential solar tax credits, adding uncertainty to a market already showing cracks.
Utility Solar Construction Starts – Jump To 30GW Annually
After processing the latest data, we estimate that utility solar construction starts have averaged 2.5 GW in recent months (30GW annually), suggesting that current expectations for solar additions are still way too low.
Power / Renewables – Eight Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…
Updated ERCOT Backlog (solar booming, wind ho hum)
This week we downloaded the latest monthly ERCOT interconnection queue noting another net X GW of additions, the majority of which continues to come from…
Resi Solar Permits Stuck In A Rut
While year ago comps are looking fabulous (up XX% y/y off pandemic low last year), weekly permits were stuck in neutral for most of March…