January Wind Off To Slow Start [Windometer]
Weekly Observations After a firm Q4, wind speeds and generation has been unusually slow to start the year For the week ended January 15, wind speeds declined by ~15% w/w while generation declined by 30% w/w. Compared to a year ago, January wind speeds and generation are tracking down 20% and 10%, respectively. Regionally, the […]
Lium Launch Overview
Lium Energy Sector Launch Overview…
Launch I: Residential Solar
Lium Power & Renewables Launch…
Launch II: Utility Scale Solar
Lium Power & Renewables Launch…
Launch III: Wind Power
Lium Power & Renewables Launch…
Launch IV: Power
Lium Power & Renewables Launch…
Solar Permits Rebounding Off Seasonal Lows [Solar Permit Weekly]
Weekly Observations For the week ended 1/8/2021, total permits increased by 32%, rebounding off their seasonal lows. Compared to the same week a year ago, permits are tracking up 14% Recent growth has been most robust in the Rockies and Southwest, particularly in areas like Denver, Salt Lake City, and Albuquerque. Meanwhile, Texas and the […]
Residential Solar Is Finishing 2020 STRONG [Solar Permit Weekly]
Weekly Observations Weekly permits holding up very well in first half of December. By this time last year, permit activity was already softening before hitting the hard landing into Christmas + New Years Compared to a year ago, permits are ~13% higher….which will likely come down to 8-10% after the slow next 2 weeks. West […]
Dual Tailwinds Lift Wind Generation Higher In 4Q20 [Windometer]
Weekly Observations Wind resource slow start to December, after having very good wind speeds through most of November All regions lower week over week, except Northwest (AGR), where wind speeds and generation improved in recent days For the quarter, wind generation is up 12% compared to last year – driven by a combination of new […]
4Q Solar Permits Tracking Right In Line With Expectations; +15% Sequentially [Solar Permit Weekly]
Weekly Observations So far, solar permit seasonality tracking right inline with last year Q4 total up ~10% compared to a year ago and up 15% sequentially (inline with company guidance) If the last three weeks of the year stay above 250 per day, this sets up for very strong Q1 and would also suggest that […]