OBBB driven construction surge (record 7 GW started); Offsetting data center demand; PJM too little too late August 6, 2025 Read More
Data trends firm dispite anecdotes; Record 15 GW approved / 6 GW started in Q1; California doing better May 6, 2025 Read More
Pipeline steps up to 71 GW; Texas still @ top (AZ #2); New construction +10-20% 2025E (vs 35% last year); Beware of EIA data February 4, 2025 Read More
Another 4GW new construction starts (on track for 30% growth this year); Texas almost half; FLNC, TSLA, CSI share gains October 31, 2024 Read More
New activity humming; Pipeline growing; FLNC/TSLA share gains; Raising our battery storage projections July 30, 2024 Read More
25 developers that will build 70% of capacity; FLNC has 5 of them; AES big jump this year; New developer / integrator matrix February 20, 2024 Read More
Turning our satellites to the battery storage market; firm fundamentals with >12 GW starting this year; watching another 40 GW lining up December 15, 2023 Read More
