Skip to content
  • [email protected]
LIUM
  • Power and Renewables
    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
  • About LIUM
    • Our Process
    • Our Team
    • All Sectors
    • Concierge Onboarding
    • Careers
    • Contact
    • Subscription Info
  • Subscription Info
  • Power and Renewables
    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
  • About LIUM
    • Our Process
    • Our Team
    • All Sectors
    • Concierge Onboarding
    • Careers
    • Contact
    • Subscription Info
  • Subscription Info
Sign In
Subscription Info
My Account

Category: Utility-Scale Solar

Updating project level details (LS-2) and forecasts (LS-1)

In this note we summarize the changes we have made to our project level details (LS-2) and 2025E / 2026E forecasts (LS-1).

SOLARSAT™: March wraps up very active Q1

Below see key takeaways after going through our utility-scale solar satellite data for the month of March.

SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low

Below see key takeaways after going through our utility-scale solar satellite data for the month of February.

Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum

Below we list takeaways after updating our utility scale solar database (LS-2 and PLUS-201).

SOLARSAT™: Construction off to quick start (Jan firstDIRT ~3 GWac)

Below see key takeaways after going through our utility-scale solar satellite data for the month of January.

2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound)

In this note we are updating our LS-1, LS-2, and PLUS-201 data sheets and forecasts.

SOLARSAT™: Active December for site prep; PJM signs of life; Trackers land down 7% full year; Construction delays update

Below see key takeaways after going through our utility-scale solar satellite data for the month of December.

SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along

Below see key takeaways after going through our utility-scale solar satellite data for the month of November.

Interconnection approvals rebound…driven by big projects in desert states…benefitting from wave of queue requests 3-5 years ago

Following a slow start to 2024, interconnection approvals have rebounded since June.

SOLARSAT™: Oct solar construction of soft side (<2GW); 85% new activity in Trump states; Trackers on pace for down 5-10% y/y

Little less than 2 GWac of new projects kicked off during October

Next →

Contact Information

  • Phone: (512) 504-7407
  • Email: [email protected]
  • Address:
    3800 N Lamar Blvd.
    2nd Fl, Ste. 200
    Austin, TX 78756

Latest Insights

BATTERY STORAGE NOTE TO CLIENTS

Updating project level details (LS-2) and forecasts (LS-1)

© 2022 LIUM | All rights reserved | Privacy Policy | Terms of Service