Approvals post another firm quarter (proxy for orders); PJM heavy momentum; Phoenix takeaways May 22, 2025 Read More
SOLARSAT™: April confirms upward trajectory; Revising estimates higher; Trackers likely up 15-20% May 12, 2025 Read More
SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low March 10, 2025 Read More
Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum February 27, 2025 Read More
2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound) January 16, 2025 Read More
SOLARSAT™: Active December for site prep; PJM signs of life; Trackers land down 7% full year; Construction delays update January 14, 2025 Read More
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along December 12, 2024 Read More
