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…
Interesting Times For ERCOT Power Balance [Powershot]

How’s electric usage and generation tracking? Lium data illuminates the US power market…
Texas Wind Faltering At Just The Wrong Time? [Windometer]

Get the latest weekly stats on U.S. wind resource and production here…
Near-Term Project Timeline Slippage Risk In US Offshore Wind…

US offshore wind project developers plan to bring ~8GW online by 2025. However, due to supply chain immaturity and surging input costs, we expect to see…
US OW Growth Catalysts Multiply

US offshore wind’s arrival in the power supply stack will be accompanied with an abundance of headlines. Separating signal from noise is important, so this post updates catalysts we’ve been watching on the US offshore wind front and offers some specifics on what to watch for next….
Resi Solar Permits Slow Through Memorial Holiday [Solar Stats]

Following two relatively flat weeks, permits are down -12% W/W with very few permits over the Memorial Day holiday…
Resi Solar Permits Decline In May

After nice momentum in March / April, residential solar permits surprisingly dropped in May…
Utility Scale Solar Projects Begin To Slip

In this post, we take a close look at project timelines given the risk of slippage as developers weigh the recent surge in input costs…
Higher Wind Speeds Boost Power Gen Across The US [Windometer]

Get the latest weekly stats on U.S. wind resource and production here…
