Solar satellite data
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solarSAT™ reports
Final 2023 interconnections (17.6 GWac – up 60% y/y); 2024 will surge again
This week, the EIA released final December and 2023 interconnection data, highlighting 5.6 GWac turned on in...
SOLARSAT™: Activity still chugging along nicely
Generally speaking, activity has continued to chug along in recent months despite fears from some public...
2024 Outlook – Interconnections surge again (50% above Woodmac estimates); New construction +15-20%
In this note, we are updating our utility solar model (LS-1), highlighting forecasts for interconnections, new...
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...