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.
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™: Tracker activity very slow; Companies pulling 2025 installs forward; New construction chugging along
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...
SOLARSAT™: September new starts firm again (2.6 GWac); Q3 lands +12% y/y; Tracker installs soft
After a record August, September new construction has remained firm....
Refreshing data sheets to reflect latest construction starts (LS-2, PLUS-201); 2025E tracker outlook improving
In this note, we are updating our LS-2 and PLUS-201...
SOLARSAT™: Huge August for new construction starts (3Q tracking +20% y/y)
After a disappointing July, new construction starts have seen a...
Deeper Dive To Understand Project Delays
As a broad takeaway, delays in project developments are slightly...
