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
SOLARSAT™: If developers are going to slow down, they haven’t yet (September new construction up 25% y/y) October 10, 2023 Read More
New construction hits 30 GWac 2024E (up 20-25% y/y); tracker demand more modest +10-15% y/y; Orders flat September 28, 2023 Read More
SOLARSAT™: Utility Solar full steam ahead; Q3 tracking +20% y/y; Panel installs up 2x; ARRY slow September 11, 2023 Read More
Orderbook study; 95 GWac (~600 projects) getting close to construction; Top 10 developers will make 60% of orders; NXT slight winner September 6, 2023 Read More
