SHALE [hits]: HAL Call Takeaways – ACDC Sand, Newbuilds, & Outlook With Lium Data Context
In this report, we've singled out key statements from the...
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In this report, we've singled out key statements from the...
December permit data continues to hold a good pace, up 18%...
Using our satellite imagery, we counted over 21 GWac of...
Solar module imports for the month of December, as aggregated...
In this post, we have updated our monthly completion data...
On the new construction side (leading indicator to tracker installs),...
Disappointing near term installations (driven by supply chain / equipment...
Q4 construction starts are now likely to land in the...
Q4 residential solar permits are on track to decline by...
Monthly module imports have increased to almost 3 GWdc...
17% jump in solar imports over the last 60 days...
In this note we have summarized our thoughts after the...
