Weak When It Counts [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
Resi-Solar Permits Jump In June
After a surprising decline in May, residential solar permits jumped X% in June and are now back on track to hit X% y/y growth in 2021E.
Utility Scale – Big Rebound For New Construction Starts…
After a seasonally soft few months (see our note here), the latest month of construction starts featured a solid rebound.
Southwest & California Strong Again This Week…Northwest & Northeast Next [Solar Stats]
Permit activity was up +8% this past week, following a slight down week…
Natgas Power Surge On Heatwave
This past week, U.S. natural gas power demand hit all-time June highs on record heat in the Northeast and Northwest, highlighting the importance of the fuel during the energy transition.
Solar Import Ban Is More ‘Shot Across The Bow’ Than Disruptive Blow
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
NYC Solar Conference Debrief
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
Electricity Demand Across The US Surges With The Heat [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
U.S. Solar Tracker Report
In this report, we have gathered data related to ~1,500 potential U.S. utility scale solar projects, with a particular focus on the 2022 / 2023 buildout and implications for the solar tracker market. Also with this report, we have uploaded our U.S. utility scale solar model with both historical data and detailed quarterly projections. The slides are now available for all registered Lium members – register or log in below to see them…
ERCOT Doing Terrible Job Managing The Wind Resource
While wind is a fantastic source of renewable energy, it is inherently unpredictable, which is leaving ERCOT ill-prepared to ramp up and down gas generation…