Utility-Scale Solar RESEARCH

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UTILITY SCALE SOLAR NOTE TO CLIENTS 062625

SOLARSAT NOTE TO CLIENTS 061125

UTILITY SCALE SOLAR NOTE TO CLIENTS 052225

SOLARSAT NOTE TO CLIENTS 051225

Updating project level details (LS-2) and forecasts (LS-1)

SOLARSAT™: March wraps up very active Q1

SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low

Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum

February 27, 2025

SOLARSAT™: Construction off to quick start (Jan firstDIRT ~3 GWac)

February 11, 2025

2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound)

January 16, 2025

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PLUS

Data Sheets

PLUS-201: Company Details

PLUS-301: Active Crew Detail

Slide Deck

Quarterly Update