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Lium Launch Overview
After more than a year of gathering data, we are launching coverage of the U.S. Power & Renewables sector with a positive view on utility scale solar and offshore wind and a cautious view relative to the robust expectations in residential solar and onshore wind. The U.S. is clearly moving toward a more diverse energy chain, positioning large scale development for upside, particularly in solar where the orderbook has doubled in the last 18 months. With that said, there is plenty of room for cautiousness, especially in areas like residential solar where leading edge data is already falling behind robust expectations. In this report, we've highlighted the takeaways from each of our five separate launch reports.
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