Predictive Research In
Power & Renewables
Lium’s Power & Renewables sector coverage is presented in the following categories: Satellite Solar Data, Resi-Solar & Utility Solar, Wind, 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.
RESI SOLAR: Module import data jumps 17% Oct / Nov
Monthly module imports have increased to almost 3 GWdc...
UTILITY SOLAR: Module import data jumps 17% Oct / Nov
17% jump in solar imports over the last 60 days...
RESI SOLAR: Monthly permit update – Q4 continues to be strong (RUN, SPWR, NOVA, ENPH, SEDG)
After surprisingly strong Q3 permits and upbeat earnings, residential solar...
Predictions for next year (panel deliveries jump +60%); Tracker growth modest at +10-15%; Market share GmChge (+) ARRY (=) Nextrker (-)
Stellar growth in new solar construction and tracker demand over...
solarSAT™ [data]: Panel deliveries accelerating (18 GW p.a. in Oct); Big queue waiting final commish (mostly TX); FirstDIRT™ firm through Oct
In this note, we summarize the utility solar trends identified...
UTILITY SOLAR / STORAGE [hits]: Takeaways From RE+ Anaheim Conference
As an alternative to anecdotes, imperfect surveys, and guesswork, we...
RESI SOLAR [hits]: Takeaways From RE+ Anaheim Conference
In this residential solar note, we are highlighting takeaways from...
RESI-SOLAR [data]: Permits ripping post-IRA and pre-NEM (RUN, SPWR, NOVA, ENPH, SEDG)
In this residential solar note, we are highlighting recent data...
solarSAT™ [data]: Panel deliveries still slow; Tracker activity surge; ARRY / MAXN / Gemini project racing along
As an alternative to anecdotes, imperfect surveys, and guesswork, we...
U.S. Offshore Wind [data]: New Downloads & Thematic Disappointments
In this post, we update our key U.S. Offshore Wind...
STORAGE [data]: 2022 Market share shifts (supplier CATL up again); BESS forecasts UNCHANGED following IRA ; FLNC estimates too high
While costs, solar panel constraints, and stalled policy has been...
solarSAT™ Launch: Leading Indicator for U.S. Utility Scale Solar Activity
As an alternative to anecdotes, imperfect surveys, and guesswork, we...
