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
Publishing BESS project detail by integrator (FLNC, Sungrow, CSI, Powin etc) February 16, 2023 Read More
Disappointing 2022 (only 5GW installed vs 7-9GW forecast)… but project pipeline surges again January 4, 2023 Read More
