Dec permits firm (+18% y/y)…but signs of weakness; California now flat (after red hot 2022)
December permit data continues to hold a good pace, up 18% compared to 2021.
Dec / Jan module imports up 65% y/y; LONGi imports still dismal
Solar module imports for the month of December, as aggregated by Lium, have increased 65% as compared to 2021
November permits down 10% m/m (seasonal decline); Still tracking up >20% y/y
Q4 residential solar permits are on track to decline by 5-10% sequentially and up 20-25% y/y.
Module import data jumps 17% Oct / Nov
Monthly module imports have increased to almost 3 GWdc in October and November, up 17% from the 3Q average
Monthly permit update – Q4 continues to be strong (RUN, SPWR, NOVA, ENPH, SEDG)
After surprisingly strong Q3 permits and upbeat earnings, residential solar permits continue to be robust into Q4.
Takeaways From RE+ Anaheim Conference
In this residential solar note, we are highlighting takeaways from our time at RE+ in Anaheim, CA.
Permits ripping post-IRA and pre-NEM (RUN, SPWR, NOVA, ENPH, SEDG)
In this residential solar note, we are highlighting recent data from our permit run.
Takeaways From Reuters Renewable Finance Dallas Conference
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.
Takeaways From Large Scale Solar USA Austin Conference
This week we attended and presented at the Large Scale Solar USA conference in Austin. Key takeaways for us included
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…
