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
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