Late Stage Pipeline Update – up again, but growth slowing (only ~10 GWac contracts signed last 3 months vs 60 GWac in 2023) March 21, 2024 Read More
U.S. Manufacturing Study (production is ramping); +20 GWdc realistic by June 50-60 GWdc by 2025 February 6, 2024 Read More
Final 2023 interconnections (17.6 GWac – up 60% y/y); 2024 will surge again January 26, 2024 Read More
2024 Outlook – Interconnections surge again (50% above Woodmac estimates); New construction +15-20% December 21, 2023 Read More
4Q Pipeline Update (still growing after another 11 GWac originations); NXT/PWR/SOLV/PRIM most leverage December 11, 2023 Read More
