Nextracker (NXT) Data Trends

Using our satellite imagery, we counted over 21 GWac of utility scale projects that started construction last year, up over 20% from the prior year.

Module import data jumps 17% Oct / Nov

17% jump in solar imports over the last 60 days (despite UFLPA noise), consistent with firm U.S. installations for both utility scale solar and residential solar

Takeaways From RE+ Anaheim Conference

As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium solarSAT™ to better inform the market with real-time solar satellite monitoring. With this product, investors and corporate management can monitor the status of all U.S. large scale solar projects, including the day each project broke ground (firstDIRT™), timing of panel deliveries, and final completions. In this report, see findings as we update our data for August satellite imagery.