Data Synthesis
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Wind Volatility On Display With A 400bps Drop In US Gen Mix This Month [Powershot]
How's electric usage and generation tracking? Lium data illuminates the...
Utility Scale Solar Earnings Takeaways
In the last round of earnings, most utility scale solar...
Updating Q2 model / database (2024E unchanged); Tracker backlog @ 9 GWac; Texas grid 10% solar this summer
In this note, we are updating our utility solar database...
Updating Our Resi-Solar Model (Q3 + single digits; 2022E +20%)
With Q2 permit data largely filled out (only waiting on...
Updated ERCOT Backlog (solar booming, wind ho hum)
This week we downloaded the latest monthly ERCOT interconnection queue...
U.S. Solar Tracker Report
In this report, we have gathered data related to ~1,500...
U.S. Offshore Wind Report
In this report, we assess the missing link in the...
U.S. Manufacturing Study (production is ramping); +20 GWdc realistic by June 50-60 GWdc by 2025
In this study we have updated our U.S. solar module...
Takeaways From RE+ Anaheim Conference
As an alternative to anecdotes, imperfect surveys, and guesswork, we...
Takeaways from Intersolar Conference; U.S. module manufacturing could be 40 GW+; NEM surge underway
We now think that boom could be in the range...
Takeaways from EIA data this week (2.5 GW online – missing 10GW under construction); Queues up 30% since IRA; NextEra & Nextracker data
With December published, the final tally for U.S. utility solar...
Takeaways from Austin RE+ Conference
After a strong Q1, leading edge anecdotes at the Austin...
