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…
4th Straight Week Of Flat Activity [Solar Stats]
For the fourth straight week, permit activity was flat throughout the country. Our strongest regions were…
3rd Straight Week Of Flat – Y/Y Comparisons Begin Their Spike [Solar Stats]
Weekly Observations This Week. Permits were roughly flat for the third week in a row following the big step up in early March. California was the main needle mover higher as permit activity has picked up significantly following a slow start to the year. It is notable that this is the week a year ago that […]
Takeaways From NJ Resi Solar Data Out This Week (RUN, NOVA)
California is the largest state for residential solar installations, but the state’s utility commission is considering new proposals that could drastically impact the addressable market going forward. We dive into what’s happening, discuss potential outcomes and likelihood, and provide historical data context for where things could go from here…
Early Look At Q1 Solar Data
California is the largest state for residential solar installations, but the state’s utility commission is considering new proposals that could drastically impact the addressable market going forward. We dive into what’s happening, discuss potential outcomes and likelihood, and provide historical data context for where things could go from here…
California Rooftop Proposal – Why Data Suggests It Will Pass This Time (- for RUN, ENPH, SEDG)
California is the largest state for residential solar installations, but the state’s utility commission is considering new proposals that could drastically impact the addressable market going forward. We dive into what’s happening, discuss potential outcomes and likelihood, and provide historical data context for where things could go from here…
Flat Permits This Week [Solar Stats]
Weekly Observations This Week. Permits were roughly flat for the second week in a row following the big step up in early March. The east and west coasts both had strong weeks while Texas and Colorado were slower (more weather delays). March. For March, permits are tracking up 5% compared to February and up 17% compared […]
Cali Solar Boost Now From 2018 New Construction Law
California is the largest state for residential solar installations and the first to implement mandatory solar on new homes. To put perspective around new home solar in California, we have disaggregated solar permit data according those that were installed on new homes versus existing homes…