Biden’s Solar 40% By 2035 Already Falling Short
In this note, we have taken a look at the recent Biden solar goal of 40% by 2035, including near term guideposts (2021-2025) that are already falling short. THIS REPORT IS AVAILABLE TO ALL LIUM MEMBERS INCLUDING THOSE WITH FREE ACCOUNTS. TO READ EITHER:
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Nextracker taking mega-share (- for ARRY, FTCI)
Nextracker (subsidiary of Flex) continues to dominate mega-solar projects (anything over 250 MW)…
Resi-Solar Humming In August
This week, residential solar permit activity has continued to hum along, potentially pushing August to another all-time high.
Lowering Utility Solar Expectations Through 2022 On Cost / Panel Delays
After taking in recent datapoints, we are updating our quarterly utility scale solar model (click here), noting a number of big projects that have been delayed in recent months
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.