Takeaways from Intersolar Conference; U.S. module manufacturing could be 40 GW+; NEM surge underway February 16, 2023 Read More
California improved in January (after slow December) – possibly NEM pull forward; Rest of country continues to slow February 9, 2023 Read More
Dec permits firm (+18% y/y)…but signs of weakness; California now flat (after red hot 2022) January 19, 2023 Read More
November permits down 10% m/m (seasonal decline); Still tracking up >20% y/y December 22, 2022 Read More
Monthly permit update – Q4 continues to be strong (RUN, SPWR, NOVA, ENPH, SEDG) November 17, 2022 Read More
