Increasing 2022E projections after Biden tariff action
In this note, we are updating our utility solar model (here) following the news that the Biden Administration will allow panels imported from Southeast Asia to be free of tariff risk for next 24-months. With this action, we now think the U.S will install..
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…
AD/CVD Survey (125 projects / 35 delayed / 57 unchanged)
Over the past two weeks, we surveyed the status of ~125 U.S. utility solar projects that had an original 2022 completion prior to the Department of Commerce AD / CVD announcement in late March. The status of the individual project was assessed based on 1) confirmation with the developer that the project is on track despite the AD/CVD petition 2) identification of the project as not sourcing panels from the four targeted Southeast Asia countries or 3) verification that the project is in final stages of installation or commissioning (satellite imagery, visual inspection etc). Key takeaways from this survey include:……
San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition)
This week, we attended the RE+ solar conference in San Antonio, where the bulk of conversations were focused on…
UTILITY SOLAR: Utilization Study
In this study, we have gathered output data for all U.S. utility scale solar installations
SOLAR: Takeaways From Denver Solar & Storage Conference
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…
Renewable Energy Data Trends To Watch Through Earnings [PDF DOWNLOAD]
In this post, we provide an earnings preview of key themes, catalysts, and data to watch in renewables energy during 4Q21 reporting season… Members are able to download a slide deck with charts and analysis covering Utility Scale Solar, Resi Solar, Storage, and Wind themes.
Utility Solar Update
In this note, we update our U.S. utility scale solar thoughts for November data while also reviewing 2021. Most notable has been a surprising jump in new construction activity despite overwhelming anecdotes regarding higher costs and logistics delays.
U.S. Utility Scale Solar (FSLR, ARRY, FTCI, SHLS) – Data Trends To Watch Through Earnings
In this post, we focus on Utility Solar data trends to watch this earnings season…
Biden’s Solar 40% By 2035 Already Falling Short
In this note, we have taken a look at the recent Biden solar goal of 40% by 2035, including near term guideposts (2021-2025) that are already falling short. THIS REPORT IS AVAILABLE TO ALL LIUM MEMBERS INCLUDING THOSE WITH FREE ACCOUNTS. TO READ EITHER:
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