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
New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval August 26, 2025 Read More
SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%) August 11, 2025 Read More
SOLARSAT™: New construction takes breather in May (worst month of 2025)…while tracker installs pick up pace June 11, 2025 Read More
Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways May 22, 2025 Read More
