Resi Solar Permits Steadily Climbing… [Solar Stats]
Permit activity continues to trend upwards as this week’s data reflects a +6% W/W increase….
Updating Our U.S. Residential Solar Model
After finalizing our Q1 numbers, we have updated our solar forecasts and models…
Resi Solar Permits [Solar Stats]
Permit activity continues to trend upward…
Solar Data Takeaways From Earnings (NOVA, ENPH, FSLR)
Results and comments out of earnings season will shape the renewables market over the next few months…
Resi Solar Permits Finally Gaining Momentum [Solar Stats]
After a disappointing Q1, residential solar permits are finally gaining momentum…
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…