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GTM Research

Cleared for launch: NJ regulators approve 225 MW of community solar

The state’s first community solar pilot program is a biggie, with expectations for New Jersey’s community solar potential growing by the day.

SunCast turns three! With Adam James

This special edition of Nico Johnson’s podcast features an interview with Adam James, formerly of Tesla and GTM Research.

U.S. solar market slumps during second quarter

The impact of Section 201 tariffs is cited in a 9% year-over-year fall in installation volume during Q2. However, Wood Mackenzie and SEIA also show massive utility-scale procurement, which is expected to lead to a boom in the second half of the year.

GTM Research rebrands as Wood Mackenzie Power and Renewables

As a result of the acquisition by the consultancy, GTM Research’s clean energy analysis is broadening along the energy value chain, and is integrating into Wood Mackenzie’s team of more than 70 energy analysts.

40 million EV charging points for 11% of all cars by 2030

GTM Research has published an analysis of the global electric vehicle infrastructure of 2030. The group sees ten times more public charges than home chargers, and in North America alone sees $13 billion in electricity related revenue due to EVs in 2030.

9 out of 10 doctors recommend residential solar+storage

GTM Research projects that residential batteries and other energy storage systems will be coupled with solar in 9 of 10 storage deployments by 2023. Additionally, the firm projects that residential solar power costs will fall below $2/W by this date.

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84 gigawatts of community solar, and the plan to get there

GTM Research has delivered its vision for the future of community solar through 2030: delivering opinions on the policy, structure, finance and innovation needed to move the market forward.

Mixed impact of proposed Section 301 tariffs on inverter makers

GTM Research says the 10% tariffs that the Trump Administration is calling for are “significant”, and some companies and sectors will be affected more than others.

Solar loans overtake third-party as dominant residential solar model

While residential solar leases and PPAs peaked in 2016, GTM Research is now predicting that solar loans will represent nearly half the market this year.

Large-scale solar stays strong in Q1 2018 (w/chart)

Thanks in no small part to modules stockpiled before the Section 201 tariffs hit, both the utility-scale and “non-residential” market segments grew year-over-year in Q1. And while the duties are expected to play a greater role in 2019, there are other factors supporting ongoing market growth.

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