U.S. Solar Tracker Report
Priming The Utility Scale Supercycle
U.S. Solar Tracker Report
Priming The Utility Scale Supercycle
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Research
Lowering 2022E Frac Fleet Projections…
A year ago in this note, we talked about the potential for U.S. shale...
First Set Of E&Ps Confirm Expectations (publics ain’t moving!)
While only a few E&Ps have reported so far, all have maintained 2021E budgets...
PTEN Gaining Share
While activity from OFS companies so far (HAL, LBRT, BOOM, RES) has been lower...
Data Synthesis
Human Touch
Lium is an independent market intelligence firm designed for investors and executives by
energy finance veterans.
Starting with big data and data science, our research process incorporates human experience and field-level observations.
Predictive models are presented in user-friendly dashboards offering transparency & flexibility. Written reports expand on the data with in-depth perspective.
Unique. Timely. Predictive. Actionable. Relevant. Practical.
July down slightly after fabulous June [Solar Stats]
Following a big post holiday jump, total permit activity was fairly flat this week.
Spotty Week For Wind Performance [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
Southern Heat Lifts Demand [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
Q2 Fleet Count Up [shale fleet count]
Frac fleet up 15% sequentially in Q2 Privates, privates, privates Bakken had a great quarter Gas activity sluggish (both Northeast and Hville) 17 private frac providers have now deployed more
Our PROCESS
Lium’s proprietary Data Synthesis methodology harvests, digests, back-tests, and refines big data from many sources across the broad energy marketplace.
Next, our people, models, and algorithms turn this data into predictive research shared with members in interactive dashboards, data downloads, and the written word.
At every turn, human experience, knowledge, and firsthand observations are incorporated into the product – from the first digit of data collected to the final presentation.
The end result? A rich suite of unique research products that empower Lium members to outperform.
Before joining forces to create Lium, Lium’s partners independently built their own market research firms (Coras Research and Infill Thinking, which continue to serve clients). Each of these platforms established long track records of accurate forecasts and influential publishing in energy markets. Lium’s approach is a hybrid research model incorporating data service, equity research, and thematic market intelligence.
