Solar satellite data
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solarSAT™ reports
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...
SOLARSAT™: Not yet seeing post-OBBB construction surge; Surprisingly SLOW TEXAS – driven by a MAJOR problem; PJM solar FINALLY taking flight
Contrary to the SEIA / Woodmac report this week... we are anticipating a big boost to...
New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval
The latest data is supportive of our view that utility scale solar construction and interconnections will...
SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)
Below see key takeaways after reviewing utility-scale solar construction activity for July 2025.
SOLARSAT™: June construction bounces after May dip
After a dip in May... June new solar construction bounced back... new construction back inline with...
Takeaways from our new monthly U.S. Solar Crew Count
To add transparency to the U.S. utility-scale solar industry, we are now publishing a new monthly...
SOLARSAT™: New construction takes breather in May (worst month of 2025)…while tracker installs pick up pace
After a very strong start to 2025... new utility scale solar construction starts were oddly quiet...
Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways
As of May, we now count... utility scale solar projects in the late stage pipeline... Since...
SOLARSAT™: April confirms upward trajectory; Revising estimates higher; Trackers likely up 15-20%
April saw another strong month for utility-scale solar starts with... continuing the pace set in March......