2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound) January 16, 2025 Read More
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along January 14, 2025 Read More
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along December 12, 2024 Read More
Interconnection approvals rebound…driven by big projects in desert states…benefitting from wave of queue requests 3-5 years ago November 20, 2024 Read More
SOLARSAT™: Oct solar construction of soft side (<2GW); 85% new activity in Trump states; Trackers on pace for down 5-10% y/y November 7, 2024 Read More
Model update…2024 trackers DOWN 5-10% (new construction +15%); 2025E signs of +10-20% October 17, 2024 Read More
SOLARSAT™: September new starts firm again (2.6 GWac); Q3 lands +12% y/y; Tracker installs soft October 9, 2024 Read More
Refreshing data sheets to reflect latest construction starts (LS-2, PLUS-201); 2025E tracker outlook improving September 24, 2024 Read More
SOLARSAT™: Huge August for new construction starts (3Q tracking +20% y/y) September 9, 2024 Read More
