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UTILITY SOLAR: Module import data jumps 17% Oct / Nov
17% jump in solar imports over the last 60 days (despite UFLPA noise), consistent with firm...
Predictions for next year (panel deliveries jump +60%); Tracker growth modest at +10-15%; Market share GmChge (+) ARRY (=) Nextrker (-)
Stellar growth in new solar construction and tracker demand over the last seven months (DESPITE AD/CVD AND...
solarSAT™ [data]: Panel deliveries accelerating (18 GW p.a. in Oct); Big queue waiting final commish (mostly TX); FirstDIRT™ firm through Oct
In this note, we summarize the utility solar trends identified while going through the latest October...
