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…
U.S. Offshore Wind Report
In this report, we assess the missing link in the U.S. Offshore Wind Power growth story – supply chain. Also with this report, we have uploaded our U.S. offshore wind project pipeline database with both new projects and revisions on existing ones. The slides associated with this report are now available for Lium clients – register or log in below to see them…
Q2 Resi Solar Review
In this note, we have summarized company specific solar installations for Q2’21A and expected H2’21E based on recent guidance.
Q2 And July Power Trends – Coal And Solar!
As we head into earnings the next couple of weeks, the table below summarizes the moving parts of the U.S. power stack for Q2’21 and July so far.
NEXT And FSLR Win Two Mega-projects
This week, Intersect Power announced two solar mega-project contracts to Nextracker (potential IPO) and FSLR, echoing bullish themes from our recent tracker report.
Updating Our Resi-Solar Model (Q3 + single digits; 2022E +20%)
With Q2 permit data largely filled out (only waiting on a big New Jersey dataset), we have updated our residential solar model with the latest data.
Big Resi California Dataset Out This Week
This week, California released their DG stats, highlighting relatively robust activity after a slow start to the year.