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    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
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    • Our Process
    • Our Team
    • All Sectors
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Utility-Scale Solar RESEARCH

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LITE

New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval

August 26, 2025
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SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)

August 11, 2025
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SOLARSAT™: June construction bounces after May dip

July 10, 2025
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Takeaways from our new monthly U.S. Solar Crew Count

June 26, 2025
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SOLARSAT™: New construction takes breather in May (worst month of 2025)…while tracker installs pick up pace

June 11, 2025
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Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways

May 22, 2025
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SOLARSAT™: April confirms upward trajectory; Revising estimates higher; Trackers likely up 15-20%

May 12, 2025
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Updating project level details (LS-2) and forecasts (LS-1)

April 17, 2025
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SOLARSAT™: March wraps up very active Q1

April 10, 2025
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SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low

March 10, 2025
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ENHANCED

Data Sheets

  • SAT-1: solarSAT™ Monthly Summary

  • SAT-2: solarSAT™ Construction Detail

  • SAT-3: firstDIRT™ New Project List

  • LS-1: Utility Solar Model - Quarterly

  • LS-2: Utility Solar Database - Quarterly

  • LS-3: Lium Solar Crews

Visual Sheets

  • LVS-101: SolarSAT - Monthly

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PLUS

Data Sheets

  • PLUS-201: Company Details

  • PLUS-301: Active Crew Detail

  • API Dashboard

Slide Deck

  • Quarterly Update

Contact Information

  • Phone: (512) 504-7407
  • Email: [email protected]
  • Address:
    3800 N Lamar Blvd.
    2nd Fl, Ste. 200
    Austin, TX 78756

Latest Insights

UTILITY SOLAR NOTE TO CLIENTS 082626

Local Sand In Bakken / Rockies Hits New Milestone Driven By Utah

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