SOLARSAT™: Utility solar activity slow through February (probably seasonal, but worth watching)
Utility scale solar construction was pretty uneventful through February, with firstDIRT (new construction) and panel installations...
Feb solar module imports remain firm
Despite noise around detentions, February PV module imports have remained firm.
Takeaways from Intersolar Conference; U.S. module manufacturing could be 40 GW+; NEM surge underway
We now think that boom could be in the range of 40 GWdc by 2025E, much...