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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Nextracker taking mega-share (- for ARRY, FTCI)
Nextracker (subsidiary of Flex) continues to dominate mega-solar projects (anything over 250 MW)…
Lowering Utility Solar Expectations Through 2022 On Cost / Panel Delays
After taking in recent datapoints, we are updating our quarterly utility scale solar model (click here), noting a number of big projects that have been delayed in recent months
Utility Scale Solar Earnings Takeaways
In the last round of earnings, most utility scale solar companies reported costs above expectations.
Solar Orderbook Headed To $18bn By Year End
We have updated our utility scale solar orderbook for Q2. Over the last few months…