UTILITY SOLAR / STORAGE [hits]: Takeaways From RE+ Anaheim Conference
As an alternative to anecdotes, imperfect surveys, and guesswork, we have created a tool called Lium solarSAT™ to better inform the market with real-time solar satellite monitoring. With this product, investors and corporate management can monitor the status of all U.S. large scale solar projects, including the day each project broke ground (firstDIRT™), timing of panel deliveries, and final completions. In this report, see findings as we update our data for August satellite imagery.
STORAGE [data]: 2022 Market share shifts (supplier CATL up again); BESS forecasts UNCHANGED following IRA ; FLNC estimates too high
While costs, solar panel constraints, and stalled policy has been a headwind, deployments of battery storage facilities (BESS) have been surprisingly strong. In fact, a record 1.6 GW of BESS has been connected to the grid in just the last 3-months. This is contrary to the…
STORAGE [data]: BESS deployments hit record in Q2 (1.6 GW); Standalone doesn’t get enough credit; FLNC market share
While costs, solar panel constraints, and stalled policy has been a headwind, deployments of battery storage facilities (BESS) have been surprisingly strong. In fact, a record 1.6 GW of BESS has been connected to the grid in just the last 3-months. This is contrary to the…
RENEWABLES [hits]: 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.
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…
BESS Delay Risk, CleanPower Conf Takeaways, Satellite Intel, New Battery Model Download, & more… [storage hits]
EXCERPT: At the CleanPower conference in San Antonio this week, a key theme was: delays, delays, delays. Unsurprisingly, this was a common refrain among integrators, developers, EPC and assemblers at the conference. Although we did hear a couple anecdotes of easing port congestion, diesel shortages and pricing has become more acute…
RFPs, R&D, Force Majeure, Cost Overruns, 300TWh Of Storage?, & more… [storage hits]
EXCERPT: In a conversation with the CEO of a large Texas battery storage project developer last week, we discussed the hunt for lithium battery alternatives, lithium price shocks, the periodic table, and pivot opportunities. Also in this post, find details on cost creep in New York storage projects, data showing why California’s new storage target is a layup, and thoughts on read-through to storage fundamentals from the new Auxin Solar Tarif Petition and ARRY’s revenue guidance….
Cost Creep, Lithium Price Shock Ripples, Developer Conversations, Notes From The Road, + Read-Thru From ARRY, PV Tariff Collateral Damage, & More… [storage hits]
EXCERPT: In a conversation with the CEO of a large Texas battery storage project developer last week, we discussed the hunt for lithium battery alternatives, lithium price shocks, the periodic table, and pivot opportunities. Also in this post, find details on cost creep in New York storage projects, data showing why California’s new storage target is a layup, and thoughts on read-through to storage fundamentals from the new Auxin Solar Tarif Petition and ARRY’s revenue guidance….
Texas Battery Tour, Boots On The Ground, Better Late Than Never, Recon Photos, Storage Attach Rates Soar [storage hits]
EXCERPT: Last week, we got away from the screen for a bit and put some miles on the truck driving across Texas visiting battery storage locations. Focusing primarily on West and Central Texas, we put eyes on: ~1GW of battery storage projects, 11 different projects, 8 projects under construction (75% of the capacity we visited was from projects in the pipeline), and we also cranked the data on storage attach rates…. Login or complete Free Registration below to see the full report including thematic and site specific takeaways…
Battery Storage Launch
The purpose of this primer is to highlight the key components of the U.S. grid scale battery storage market. These slides also introduce proprietary datasets we have built focusing on both macro level battery storage projections / economics and project level details.
