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…
Power Demand Surges To Close Out May [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
Roaring Twenties For US Offshore Wind
This week, our research team was invited to speak about US offshore wind market trends to clients of a bulge bracket Investment Bank. Shortly after our presentation, we immersed ourselves in industry discussion with the sector’s leaders at the Reuters US Offshore Wind 2021 conference, a large multi-day affair covering all facets of the US offshore wind buildout where Lium Research is a media partner. Here is some of what we learned…