Approvals inflect higher (25 GW this qtr); Visibility through 2027E; But new applications have dried up February 25, 2026 Read More
SOLARSAT™: Slow construction start (lot of bad weather); Solar crews drop 12 to 208; Solv starts massive Swenson project; Gamechange taking share February 12, 2026 Read More
Data refresh & 2026E projections; EPC mkt share favors MTZ (PWR lower 2025); Gamechange takes back share January 22, 2026 Read More
SOLARSAT™: 2025 wraps up as expected (35 GWac new site work); Installs take holiday break; Primoris spotlight (market share + efficiency gains) January 9, 2026 Read More
SOLARSAT™: Panels on full tilt (9 GW installed last 3 months); Solar crew efficiency up 5-10% this year; FirstDIRT firm December 10, 2025 Read More
Solar train is rolling (RECORD 18 GW approved this quarter); Increasing 2027E construction projections; Applications on a downtrend November 19, 2025 Read More
SOLARSAT™: Construction momentum remains firm (October +25% y/y); Arizona big month November 11, 2025 Read More
Increasing 2026E projections (+10-15% y/y); Implies 50-60 more crews needed; Market share adds (Nextracker, Mastec, First Solar) October 20, 2025 Read More
SOLARSAT™: Q3 wraps on high note (tracker installs +20% y/y); Crew efficiency-big gains driven by big EPCs; 2026E thoughts October 9, 2025 Read More
SOLARSAT™: Not yet seeing post-OBBB construction surge; Surprisingly SLOW TEXAS – driven by a MAJOR problem; PJM solar FINALLY taking flight September 9, 2025 Read More
