Another record construction quarter (9.6 GW); Rotation back to California (offsets ERCOT flat/down); Quanta, Mortenson, Rosendin winners May 20, 2026 Read More
2025 modest construction growth (+7%); Growth reaccelerating this year (CA, Northwest, Georgia); PRIM boost last year, MTZ on deck February 11, 2026 Read More
BESS construction firm Q3; double digit growth through 2027; ERCOT red flags; Tesla big share gains November 5, 2025 Read More
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
