Model update…2024 trackers DOWN 5-10% (new construction +15%); 2025E signs of +10-20% October 17, 2024 Read More
SOLARSAT™: September new starts firm again (2.6 GWac); Q3 lands +12% y/y; Tracker installs soft October 9, 2024 Read More
Refreshing data sheets to reflect latest construction starts (LS-2, PLUS-201); 2025E tracker outlook improving September 24, 2024 Read More
SOLARSAT™: Huge August for new construction starts (3Q tracking +20% y/y) September 9, 2024 Read More
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
