Weekly Observations

  • This Week. After being firm for most of February, weekly permits declined by ~5% last week, primarily due to weather slow downs in Texas and Midcon. On the positive side, the Southeast / Florida was a notable standout last week, particularly with mid-tier installers like Posigen, Sunpro, and Blue Raven (publics have low exposure in Southeast).
  • February. For February, permits are tracking up almost 15% compared to January and year ago levels.
  • Q1’21. This quarter, permits are tracking ~10% better than a year ago and down ~20% compared to Q4’20 (characteristic of seasonal permit trends). Going forward, March / April / May are typically very strong permit & installation months, which should start to be reflected in next weeks data. To reach 25-35% installation growth in 2021, permit activity will need to start averaging +1-3% per week over the few months.



Join Lium For Free And Get Industry Situation Briefs Like This Sent To Your Inbox… Or Check Out Our Premium Membership Plans Here To Explore The Underlying Data, Predictive Models, In-Depth Reports & More…

About Lium's Solar Stats

The Lium Solar Stats report series synthesizes permit data from major residential solar markets across the U.S. These updates are supported by a much more robust underlying dataset, which includes detailed predictive intelligence on solar installation trends for clients with premium memberships here.

Recent Posts