AD/CVD pockets of risk, but mostly exaggerated
In this note, we summarize our recent data collected surrounding...
In the library below, Lium Members will find a balanced blend of written reports and data updates, dashboards, and models. Data is available to Lium Members for download or thesis exploration in our online dashboards.
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In this note, we summarize our recent data collected surrounding...
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,...