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    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
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    • Our Team
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Utility-Scale Solar RESEARCH

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LITE

New construction hits 30 GWac 2024E (up 20-25% y/y); tracker demand more modest +10-15% y/y; Orders flat

September 28, 2023
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SOLARSAT™: Utility Solar full steam ahead; Q3 tracking +20% y/y; Panel installs up 2x; ARRY slow

September 11, 2023
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Orderbook study; 95 GWac (~600 projects) getting close to construction; Top 10 developers will make 60% of orders; NXT slight winner

September 6, 2023
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SOLARSAT™: July hitting on all cylinders

August 8, 2023
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July slide deck takeaways

July 21, 2023
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SOLARSAT™: June BIG month for new construction starts

July 11, 2023
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New generation, capacity, utilization data; NXT scores better than ARRY; FSLR on par

June 28, 2023
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Model update – H1 Firm, H2 Risks

June 16, 2023
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SOLARSAT™: May construction picking up speed, but panel installations still falling behind

June 8, 2023
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Import flows still good, but decelerating

May 18, 2023
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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

  • LVS-102: Utility Solar - Quarterly

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PLUS

Data Sheets

  • PLUS-201: Company Details

  • PLUS-301: Active Crew Detail

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

BTM Power Gen Database Update

SOLARSAT™ NOTE TO CLIENTS 071026

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