UTILITY SOLAR NOTE TO CLIENTS 082626
In this note, we update our Q3 solar development data, paying closest attention to 1) new project applications 2) projects being approved to the late stage pipeline (including surprising spike in federal approvals) and 3) recent utility scale solar cycle times.
SOLARSAT™ NOTE TO CLIENTS 081026
In this note, we refresh our monthly satellite and on-the-ground datasets, with June updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
UTILITY SOLAR NOTE TO CLIENTS 072726
In this note, we are updating our utility-scale solar data and forecasts… latest trends in construction starts, approvals, crew counts, and market share… Broad takeaways from this update has been… to early stage indicators like applications and approvals while… construction activity and crew counts.
SOLARSAT™ NOTE TO CLIENTS 071026
In this note, we refresh our monthly satellite and on-the-ground datasets, with June updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
SOLARSAT™: Record construction in May; Solar crew counts grow 23% y/y; Interconnections on track for 52 GWdc next year (up 30% vs 2024)
In this note, we refresh our monthly satellite and on-the-ground datasets, with May updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
Muted development qtr (after very good Q1); Less urgency in TX and SWEST; PJM / MISO queues being cleaned
In this note, we update our Q2 solar development data, paying closest attention to 1) new project applications 2) projects moving into pre-contract phase and 3) projects being approved to the late stage pipeline.
SOLARSAT™: April new starts light @ 2.8 GW (lots of projects, but all small); Midwest ramp begins; crews jump
In this note, we refresh our monthly satellite and on-the-ground datasets, with April updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
Data refresh (Q1 / 2026); Construction on track; Module install ramp; New applications still main concern
In this note, we are updating our utility solar quarterly data and forecasts to reflect the latest trends in construction starts, approvals, crew counts, and market share… cycle remains firmly intact… construction starts running better than expected… approvals and orders stronger… domestic module demand (and supply) is ramping…
SOLARSAT™: Record March (4.5 GW New Site Work); Nextracker & SOLV share gains
In this note, we refresh our monthly satellite and on-the-ground datasets, with March updated for FirstDirt, Trackers, Panel Installations, and Interconnections…
SOLARSAT™: EIA 860M (SEIA) is broken, ignore it; 2026 grows 10+% (albeit ho-hum start w/ low tracker installs); Nextera adds new Mortenson work
In this note, we refresh our monthly satellite and on-the-ground datasets, with February updated for FirstDirt, Trackers, Panel Installations, and Interconnections… We have also reviewed the SEIA / Woodmac report published this week…