Updating Our Resi-Solar Model (Q3 + single digits; 2022E +20%)
With Q2 permit data largely filled out (only waiting on a big New Jersey dataset), we have updated our residential solar model with the latest data.
Big Resi California Dataset Out This Week
This week, California released their DG stats, highlighting relatively robust activity after a slow start to the year.
Power / Renewables – 8 Data Trends To Watch Through Earnings Season
Eight Data Trends To Watch Through Earnings Season…
Gas And Coal Offset Wind To Meet Slightly Higher U.S. Demand As June Turned To July [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
Summer Pop In Electricity Demand Well Underway [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…
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.
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…
Interesting Times For ERCOT Power Balance [Powershot]
How’s electric usage and generation tracking? Lium data illuminates the US power market…