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.

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.

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….