March imports continue to be strong; Cambodia (BYD, New East) big growth; Avoid EIA Monthly Shipments Report (it is wrong) April 4, 2023 Read More
SOLARSAT™: Utility solar activity slow through February (probably seasonal, but worth watching) March 15, 2023 Read More
Takeaways from Intersolar Conference; U.S. module manufacturing could be 40 GW+; NEM surge underway February 16, 2023 Read More
SOLARSAT™: Big start to 2023 (panels installed jump another 25%); More solar likely in H1’23E than 2022 total; New construction still hibernating February 8, 2023 Read More
Takeaways from EIA data this week (2.5 GW online – missing 10GW under construction); Queues up 30% since IRA; NextEra & Nextracker data January 30, 2023 Read More
