Lowering 2024E tracker forecast (now +0-5%); New construction starts on schedule April 11, 2024 Read More
SOLARSAT™: Seasonal uptick continues w/ March new construction @ 2.4 GWac (+15% y/y); Mostly Nextera, others flat; Tracker installations disappoint April 5, 2024 Read More
Late Stage Pipeline Update – up again, but growth slowing (only ~10 GWac contracts signed last 3 months vs 60 GWac in 2023) March 21, 2024 Read More