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.
UTILITY SCALE SOLAR NOTE TO CLIENTS 012226
In this note, we are updating the latest utility-scale solar...
SOLARSAT NOTE TO CLIENTS 010926
In this note, we summarize the latest utility-scale solar satellite...
SOLARSAT NOTE TO CLIENTS 121025
Solar crew count was flat again at ~230 in November...
UTILITY SCALE SOLAR NOTE TO CLIENTS 111925
In this note, we summarize our utility-scale solar data after...
SOLARSAT NOTE TO CLIENTS 111125
October utility scale solar projects started construction... very firm for...
BATTERY STORAGE NOTE TO CLIENTS 110525
In this note, we are updating our BESS data for...
UTILITY SCALE SOLAR NOTE TO CLIENTS 102025
In this note, we are updating our utility-scale solar model...
SOLARSAT™: Q3 wraps on high note (tracker installs +20% y/y); Crew efficiency-big gains driven by big EPCs; 2026E thoughts
In this note we 1) update our September construction activity...
SOLARSAT™: Not yet seeing post-OBBB construction surge; Surprisingly SLOW TEXAS – driven by a MAJOR problem; PJM solar FINALLY taking flight
Contrary to the SEIA / Woodmac report this week... we...
New solar applications on track for >200 GWac in 2025…50 GWac will receive construction approval
The latest data is supportive of our view that utility...
SOLARSAT™: July construction inline; On track for 8.5 GWac in Q3 (YTD +15%)
Below see key takeaways after reviewing utility-scale solar construction activity...
OBBB driven construction surge (record 7 GW started); Offsetting data center demand; PJM too little too late
In this note, we are updating our utility-scale battery storage...