Pipeline update (approvals get support after 3 down qtrs); TX strong as ever; CAISO/PJM terrible August 26, 2024 Read More
Updating Q2 model / database (2024E unchanged); Tracker backlog @ 9 GWac; Texas grid 10% solar this summer July 11, 2024 Read More
SOLARSAT™: Record Q2 new construction starts (9.3 GWac); Top 30 finally ramping; Tracker installs flat y/y July 9, 2024 Read More
SOLARSAT™: Another 18 big projects (3 GWac) kicked off in May; Trackers on pace for flattish y/y; SEIA estimates way too low June 11, 2024 Read More
SOLARSAT™: New construction – no problem; Nextera overweight; Trackers flat; Shoals losing share May 9, 2024 Read More
Lowering 2024E tracker forecast (now +0-5%); New construction starts on schedule April 11, 2024 Read More
SOLARSAT™: Seasonal uptick continues w/ March new construction @ 2.4 GWac (+15% y/y); Mostly Nextera, others flat; Tracker installations disappoint April 5, 2024 Read More
