Residential Solar RESEARCH

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August still trending lower

August 31, 2023

First look at California interconnection applications (Q2 finally released this week)

August 17, 2023

July not bouncing back; Estimates still too high

Terrible June followed by even slower July 4 last week

Updating Q2 data and full year estimates

May still clinging to up y/y (June will not be)

Import flows still good, but decelerating

NEM 3 (Week 4) – Still holding up better than expected

NEM 3 (Week 3) – Searching for bottom

NEM 3 (Week 2) – Steady decline but not a free fall

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BATTERY STORAGE NOTE TO CLIENTS

Updating project level details (LS-2) and forecasts (LS-1)

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