Nextracker taking mega-share (- for ARRY, FTCI)
Nextracker (subsidiary of Flex) continues to dominate mega-solar projects (anything over 250 MW)…
Permits still humming this week [Solar Stats]
Permit activity continued to hum along, with August on track to hit an all-time high.
NOV’s WTIV Awards – There’s More Where That Came From
This week, NOV announced kit awards for two Cadeler X-class vessels, highlighting the rapidly growing demand for offshore wind equipment. While these specific boats were already included in our Offshore Wind Vessel database, we believe another 5-10 vessels could be ordered in the U.S. market alone, with additional construction needed to replace outdated international vessels.
Resi-Solar Humming In August
This week, residential solar permit activity has continued to hum along, potentially pushing August to another all-time high.
Lowering Utility Solar Expectations Through 2022 On Cost / Panel Delays
After taking in recent datapoints, we are updating our quarterly utility scale solar model (click here), noting a number of big projects that have been delayed in recent months
Lium Data Shows Urgent Need For More U.S. WTIVs
Analysis of WTIV supply in the context of US offshore wind project demand
Global WTIV Fleet Trends
In the series of charts below, we summarize key data on the international WTIV fleet…
Wind Turbine Installation Vessel Database [Lium Sheets]
The availability of offshore service vessels for installation and transportation is a potential bottleneck in the U.S. offshore wind growth story. In response, fleet providers are poised to invest billions in boat construction and we are tracking the fleet…
Utility Scale Solar Earnings Takeaways
In the last round of earnings, most utility scale solar companies reported costs above expectations.
Solar Orderbook Headed To $18bn By Year End
We have updated our utility scale solar orderbook for Q2. Over the last few months…