Northeast Electricity Supply In Decline

In this post, we focus on the renewables buildout in the U.S., particularly given recent gas, coal, and power shortages in both Europe and China. Our key takeaway is that…

NOV’s WTIV Awards – There’s More Where That Came From

This week, NOV announced kit awards for two Cadeler X-class vessels, highlighting the rapidly growing demand for offshore wind equipment. While these specific boats were already included in our Offshore Wind Vessel database, we believe another 5-10 vessels could be ordered in the U.S. market alone, with additional construction needed to replace outdated international vessels.

Wind Turbine Installation Vessel Database [Lium Sheets]

The availability of offshore service vessels for installation and transportation is a potential bottleneck in the U.S. offshore wind growth story. In response, fleet providers are poised to invest billions in boat construction and we are tracking the fleet…

U.S. Offshore Wind Report

In this report, we assess the missing link in the U.S. Offshore Wind Power growth story – supply chain. Also with this report, we have uploaded our U.S. offshore wind project pipeline database with both new projects and revisions on existing ones. The slides associated with this report are now available for Lium clients – register or log in below to see them…