Solar satellite data
Latest
solarSAT™ reports
4Q Pipeline Update (still growing after another 11 GWac originations); NXT/PWR/SOLV/PRIM most leverage
In this note, we are updating our list of of U.S. utility scale solar projects that...
SOLARSAT™: November new construction slowing for the winter
During November we counted roughly 1.7 GWac of projects that kicked off during the month.
SOLARSAT™: October new construction still firm (up >20% y/y)
One of the constants we have found in utility scale solar development is that ALL projects experience...
SOLARSAT™: If developers are going to slow down, they haven’t yet (September new construction up 25% y/y)
More than 2 GWac of projects were started in September, down from 3 GWac in June /...
SOLARSAT™: Utility Solar full steam ahead; Q3 tracking +20% y/y; Panel installs up 2x; ARRY slow
Assuming the industry continues to click, the U.S. will soon be installing 30-40 GWac (40-50 GWdc)...
SOLARSAT™: July hitting on all cylinders
Broadly speaking, activity across the board was robust in July, particularly for new construction which was almost...
SOLARSAT™: June BIG month for new construction starts
roughly 2.5 GWac (30 GW annually) of new solar was started in June, suggesting that tracker...
SOLARSAT™: May construction picking up speed, but panel installations still falling behind
While new construction starts and tracker activity is progressing as expected in Q2, the conversion to...
SOLARSAT™: Great April for new construction starts; Panel flows disappointing
After a relatively slow winter, April new construction starts have picked back up to ~25 GWac...
SOLARSAT™: March new construction improves sharply (after slow winter)
In total, we identified around 1.6 GWac of new projects kicked off during the month