Solar satellite data
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solarSAT™ reports
SOLARSAT™ NOTE TO CLIENTS 031126
In this note, we refresh our monthly satellite and on-the-ground datasets, with February updated for FirstDirt,...
UTILITY SCALE SOLAR NOTE TO CLIENTS 022526
In this note, we summarize our takeaways after processing the last three months of applications, permits,...
SOLARSAT™ NOTE TO CLIENTS 021226
In this note, we provide an update on construction activity since the beginning of the year......
UTILITY SCALE SOLAR NOTE TO CLIENTS 012226
In this note, we are updating the latest utility-scale solar data, which includes our projections for...
SOLARSAT™: 2025 wraps up as expected (35 GWac new site work); Installs take holiday break; Primoris spotlight (market share + efficiency gains)
In this note, we summarize the latest utility-scale solar satellite and field level data trends. Broadly...
SOLARSAT™: Panels on full tilt (9 GW installed last 3 months); Solar crew efficiency up 5-10% this year; FirstDIRT firm
Solar crew count was flat again at ~230 in November compared to October. Compared to last...
Solar train is rolling (RECORD 18 GW approved this quarter); Increasing 2027E construction projections; Applications on a downtrend
In this note, we summarize our utility-scale solar data after processing the last 3-months of construction,...
SOLARSAT™: Construction momentum remains firm (October +25% y/y); Arizona big month
October utility scale solar projects started construction... very firm for this time of year, tracking up......
Increasing 2026E projections (+10-15% y/y); Implies 50-60 more crews needed; Market share adds (Nextracker, Mastec, First Solar)
In this note, we are updating our utility-scale solar model (LS-1) which includes 2026E / 2027E...
SOLARSAT™: Q3 wraps on high note (tracker installs +20% y/y); Crew efficiency-big gains driven by big EPCs; 2026E thoughts
In this note we 1) update our September construction activity 2) provide color on the latest...