NEM 3 (Week 0) – Five part weekly series tracking the decline in California rooftop permits (SPWR, RUN, ENPH) April 18, 2023 Read More
March imports continue to be strong; Cambodia (BYD, New East) big growth; Avoid EIA Monthly Shipments Report (it is wrong) April 4, 2023 Read More
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
