Natgas Power Surge On Heatwave
This past week, U.S. natural gas power demand hit all-time June highs on record heat in the Northeast and Northwest, highlighting the importance of the fuel during the energy transition.
ERCOT Doing Terrible Job Managing The Wind Resource
While wind is a fantastic source of renewable energy, it is inherently unpredictable, which is leaving ERCOT ill-prepared to ramp up and down gas generation…
Texas Wind Faltering At Just The Wrong Time? [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
Near-Term Project Timeline Slippage Risk In US Offshore Wind…
US offshore wind project developers plan to bring ~8GW online by 2025. However, due to supply chain immaturity and surging input costs, we expect to see…
US OW Growth Catalysts Multiply
US offshore wind’s arrival in the power supply stack will be accompanied with an abundance of headlines. Separating signal from noise is important, so this post updates catalysts we’ve been watching on the US offshore wind front and offers some specifics on what to watch for next….
Higher Wind Speeds Boost Power Gen Across The US [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
Roaring Twenties For US Offshore Wind
This week, our research team was invited to speak about US offshore wind market trends to clients of a bulge bracket Investment Bank. Shortly after our presentation, we immersed ourselves in industry discussion with the sector’s leaders at the Reuters US Offshore Wind 2021 conference, a large multi-day affair covering all facets of the US offshore wind buildout where Lium Research is a media partner. Here is some of what we learned…
Lium Sheets Update – Offshore Wind Project Pipeline
Commercialization of these projects is a key market to signal to supply chain partners to invest in the infrastructure required to deliver on these projects. As such we’ve begun to track offtake agreements as one of the datapoints provided by the Lium Offshore Wind orderbook. We also adjusted COD estimates for multiple projects this week including…
5 Interesting Things We Heard At Reuters US Offshore Wind 2021 Conference
This week, our research team was invited to speak about US offshore wind market trends to clients of a bulge bracket Investment Bank. Shortly after our presentation, we immersed ourselves in industry discussion with the sector’s leaders at the Reuters US Offshore Wind 2021 conference, a large multi-day affair covering all facets of the US offshore wind buildout where Lium Research is a media partner. Here is some of what we learned including an update on floating wind competitiveness, dry-side (downstream) challenges, backlog trends, supply chain opportunities, and supplier signals…
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Tough Week For Midwest Wind Resource; Texas Bounces Back [Windometer]
Get the latest weekly stats on U.S. wind resource and production here…
