Heads up on 20% decline for Q1 installations (and muted bounce for Q2)
While leading edge indicators have picked up (or at least...
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While leading edge indicators have picked up (or at least...
In this post, we have updated our monthly completion data...
After seeing the pace of 1Q starts, collecting new permits...
Generally speaking, the seasonal uptick is happening with March noticeably...
In this note we have summarized our thoughts after the...
In this note, we have seen enough permit data to...
Broadly speaking, the utility scale solar pipeline continued to grow...
Although more than a few companies continue to stress widespread...
In this post, we have updated our monthly completion data...
Although some companies are seeing sales improve, residential solar permits...
In this note, we break out our battery storage data,...
The Endeavor takeover by Diamondback this morning in a $26bn...