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
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
