RESI SOLAR: Monthly permit update – Q4 continues to be strong (RUN, SPWR, NOVA, ENPH, SEDG) November 17, 2022 Read More
RESI-SOLAR [data]: Permits ripping post-IRA and pre-NEM (RUN, SPWR, NOVA, ENPH, SEDG) September 20, 2022 Read More
RENEWABLES [hits]: Takeaways From Reuters Renewable Finance Dallas Conference June 24, 2022 Read More
RENEWABLES [data]: May power data huge for solar; Elec prices surging; Offshore wind pipeline up +33%; Panel import data out next week June 2, 2022 Read More
SOLAR: San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition) April 22, 2022 Read More
RESI SOLAR: California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone April 13, 2022 Read More
