Data refresh (Q1 / 2026); Construction on track; Module install ramp; New applications still main concern April 28, 2026 Read More
SOLARSAT™: Record March (4.5 GW New Site Work); Nextracker & SOLV share gains April 10, 2026 Read More
SOLARSAT™: EIA 860M (SEIA) is broken, ignore it; 2026 grows 10+% (albeit ho-hum start w/ low tracker installs); Nextera adds new Mortenson work March 11, 2026 Read More
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
