Renewable Energy Data Trends To Watch Through Earnings [PDF DOWNLOAD]
In this post, we provide an earnings preview of key themes, catalysts, and data to watch in renewables energy during 4Q21 reporting season… Members are able to download a slide deck with charts and analysis covering Utility Scale Solar, Resi Solar, Storage, and Wind themes.
As Wind And Solar Pick Up, Coal Recedes [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
Wind Putting Together A Good 4Q After A Volatile Year [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
Context For Imminent California NEM 3.0 Decision (RUN, SPWR, ENPH)
The proposed decision for NEM 3.0, California’s net metering program, is due by December 13 with an official decision coming at least a month later. This has big implications for the largest solar market in the U.S. and this report offers context ahead of the decision…
Battery Update: Takeaways from Phoenix Storage Conference (FLNC, EOSE, STEM)
This week, we attended the Energy Storage Association Conference in Phoenix, largely focused on utility scale FTM market. Key takeaways from our interactions include…
Utility Solar Update
In this note, we update our U.S. utility scale solar thoughts for November data while also reviewing 2021. Most notable has been a surprising jump in new construction activity despite overwhelming anecdotes regarding higher costs and logistics delays.
Resi Solar Update
In this note, we have pulled out notable data trends from Q3 earnings for the residential solar market. On the list of key takeaways include 1) lofty 2022E expectations for base load solar installations 2) huge battery demand that is being stifled by availability and 3) increasing risk for large watt panel shortages.
Texas Becomes Solar King (updating solar model)
In this note, we refresh some of our utility scale solar data, focusing on leading indicators like applications and construction starts.
U.S. Offshore Wind Orderbook Update [Lium Sheets]
This week, we have updated our Offshore Pipeline Sheet to reflect…
U.S. Residential Solar (RUN, SPWR, NOVA, ENPH, SEDG) – Data Trends To Watch Through Earnings
In this post, we focus on Resi Solar data trends to watch this earnings season…