Quarterly briefs, deep-dive guides, and market notes on US solar distribution dynamics, regulatory frameworks, and procurement strategy.
Institutional research published every quarter, covering the full US solar distribution market with forecasts, charts, and audit-grade methodology.
How the July 2026 Cliff Reshapes Mid-Market Module Sourcing
How the §45X, Domestic Content and OBBBA regulatory trifecta is reshaping US solar procurement — and why the July 2026 beginning-of-construction cliff is closer than the calendar suggests. Five forecasts, fifteen charts, methodology disclosed for audit.
A signed series from our founder — a first-person walk down the solar supply chain, from a quartz mine in Appalachia to a warehouse roof. A different voice from the quarterly briefs: editorial, plain, one layer at a time.
Fifteen years on the manufacturing side of solar. An honest map of the industry, one layer at a time.
Most people in solar know their own layer of the chain well, the ones next to it passably, and the rest not at all. This is my attempt at an honest map of the whole thing — atom to rooftop, one chapter at a time.
Topic-specific reference content for procurement officers, EPC executives, and tax counsel.
Comprehensive 50-state reference: federal credits, state incentives, utility programs, and stackable rebates for commercial and utility-scale solar projects.
Coming soon
Comparative analysis of TOPCon, HJT, and PERC module performance metrics across leading manufacturers serving the US commercial and utility-scale market.
Coming soon
Step-by-step operational guide to documenting Domestic Content qualification for projects between 1 and 20 megawatts, including supplier vetting templates and audit-ready documentation patterns.
Coming soon
Quick takes on breaking developments in US solar regulation, supply chain dynamics, and tax credit guidance. Published reactively throughout the year.
