Predictive Research In
Power & Renewables
Lium’s Power & Renewables sector coverage is presented in the following categories: Utility Solar (enhanced with solarSAT™), Resi-Solar, and Battery Storage. In the library below, Lium Members have access to both macro research and company specific research in both data and written form across the Power & Renewables Sectors. Click an image below to jump to a segment page, or scroll down to filter our research.
SOLARSAT™: Clear inflection (Q1 new starts will jump 20%+ Y/Y); 2025 forecast likely too low
Below see key takeaways after going through our utility-scale solar...
Pipeline firm to start 2025 (another 15 GWac approved); PJM huge driver….others ho-hum
Below we list takeaways after updating our utility scale solar...
SOLARSAT™: Construction off to quick start (Jan firstDIRT ~3 GWac)
Below see key takeaways after going through our utility-scale solar...
Pipeline steps up to 71 GW; Texas still @ top (AZ #2); New construction +10-20% 2025E (vs 35% last year); Beware of EIA data
In this report, we are updating our historical battery storage...
2025E update; Key themes (Nextera moderating, 12 GWac waiting for trackers, interconnection approvals rebound)
In this note we are updating our LS-1, LS-2, and...
SOLARSAT™: Active December for site prep; PJM signs of life; Trackers land down 7% full year; Construction delays update
Below see key takeaways after going through our utility-scale solar...
SOLARSAT™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along
Below see key takeaways after going through our utility-scale solar...
Interconnection approvals rebound…driven by big projects in desert states…benefitting from wave of queue requests 3-5 years ago
Following a slow start to 2024, interconnection approvals have rebounded...
SOLARSAT™: Oct solar construction of soft side (<2GW); 85% new activity in Trump states; Trackers on pace for down 5-10% y/y
Little less than 2 GWac of new projects kicked off...
Another 4GW new construction starts (on track for 30% growth this year); Texas almost half; FLNC, TSLA, CSI share gains
With three quarters in the books, the U.S. utility scale...
Modest summer rebound; October noticeably lower; 2025E projection @ +5%
With more than half of October now in, we are...
Model update…2024 trackers DOWN 5-10% (new construction +15%); 2025E signs of +10-20%
In this note, we are updating our 2024/2025 Utility Scale...
