Nextracker taking mega-share (- for ARRY, FTCI)
Nextracker (subsidiary of Flex) continues to dominate mega-solar projects (anything over 250 MW)…
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 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.
Power / Renewables – 8 Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…
Utility Scale – Big Rebound For New Construction Starts…
After a seasonally soft few months (see our note here), the latest month of construction starts featured a solid rebound.
Solar Import Ban Is More ‘Shot Across The Bow’ Than Disruptive Blow
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
NYC Solar Conference Debrief
After nice momentum in March / April, residential solar permits surprisingly dropped in May…