Solar satellite data
Latest
solarSAT™ reports
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
SOLARSAT™: Utility solar activity slow through February (probably seasonal, but worth watching)
Utility scale solar construction was pretty uneventful through February, with firstDIRT (new construction) and panel installations...
SOLARSAT™: Big start to 2023 (panels installed jump another 25%); More solar likely in H1’23E than 2022 total; New construction still hibernating
surprising jump in panel deliveries over the last 30 days, with January installations 25% higher than...
SOLARSAT™: Another big month for panel installations; NextEra primary driver; New construction at seasonal low
On the new construction side (leading indicator to tracker installs), activity has been slower than usual...
SOLARSAT™: November new construction starts drop sharply (after six very strong months); Panel installations on uptrend
Q4 construction starts are now likely to land in the range of 2.9-3.5 GWac, down substantially...
SOLARSAT™: Panel deliveries accelerating (18 GW p.a. in Oct); Big queue waiting final commish (mostly TX); FirstDIRT™ firm through Oct
In this note, we summarize the utility solar trends identified while going through the latest October...
SOLARSAT™: Panel deliveries still slow; Tracker activity surge; ARRY / MAXN / Gemini project racing along
As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium...
SOLARSAT™: Launch: Leading Indicator for U.S. Utility Scale Solar Activity
As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium...
