NYC Solar Conference Debrief
After nice momentum in March / April, residential solar permits surprisingly dropped in May…
U.S. Solar Tracker Report
In this report, we have gathered data related to ~1,500 potential U.S. utility scale solar projects, with a particular focus on the 2022 / 2023 buildout and implications for the solar tracker market. Also with this report, we have uploaded our U.S. utility scale solar model with both historical data and detailed quarterly projections. The slides are now available for all registered Lium members – register or log in below to see them…
Utility Scale Solar Projects Begin To Slip
In this post, we take a close look at project timelines given the risk of slippage as developers weigh the recent surge in input costs…
2022 / 2023 Utility Scale Solar Still Underappreciated
Even with the spring slump in new project starts, deliveries of utility scale solar is still underappreciated…
New Construction Starts Disappoint
After a strong H2’20 and early 2021, utility scale solar starts have recently been lackluster…
Solar Data Takeaways From Earnings (NOVA, ENPH, FSLR)
Results and comments out of earnings season will shape the renewables market over the next few months…
Utility Solar Construction Starts – Jump To 30GW Annually
After processing the latest data, we estimate that utility solar construction starts have averaged 2.5 GW in recent months (30GW annually), suggesting that current expectations for solar additions are still way too low.
Updated ERCOT Backlog (solar booming, wind ho hum)
This week we downloaded the latest monthly ERCOT interconnection queue noting another net X GW of additions, the majority of which continues to come from…
PJM Utility Solar Installations Now > California
For the first time, PJM and ERCOT both installed more utility scale solar than California in 2020, highlighting the big momentum shift across multiple states. In PJM, roughly…
Utility Scale Solar UNDERAPPRECIATED (+ for FSLR, ARRY)
Despite a breakout year for U.S. utility scale solar installations in 2020, the magnitude of future growth is likely still being under appreciated. In this update, we explore a key leading indicator for utility scale solar expansion across the four ISOs that comprise the majority of this renewable market niche and discuss what it means for public companies in this space…