After surprisingly strong Q3 permits and upbeat earnings, residential solar permits continue to be robust into Q4.
In this residential solar note, we are highlighting takeaways from our time at RE+ in Anaheim, CA.
In this residential solar note, we are highlighting recent data from our permit run.
Following two days of immersive discussion at Reuters Renewables Finance & Investment conference in Dallas (where Lium Research was invited to emcee the event and 450 market participants were present), several key themes surfaced and are summarized below.
This week we attended and presented at the Large Scale Solar USA conference in Austin. Key takeaways for us included
RENEWABLES [data]: May power data huge for solar; Elec prices surging; Offshore wind pipeline up +33%; Panel import data out next week
Eight Data Trends To Watch Through Earnings Season…
This week, we attended the RE+ solar conference in San Antonio, where the bulk of conversations were focused on…
RESI SOLAR: California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone
In this residential solar note, we are highlighting recent cost data as well as installation demand trends and a differentiated point of view on the supply chain.
In this residential solar note, we are highlighting recent data related to installation activity and costs.
This week, we attended the Colorado Solar & Storage Association (COSSA) Conference in Denver with several takeaways for both residential and utility scale solar. Generally speaking, we found the conference to be…