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 NOTE TO CLIENTS 061125
Below see key takeaways after reviewing utility-scale solar construction activity...
UTILITY SCALE SOLAR NOTE TO CLIENTS 052225
In this note, we are summarizing the key takeaways after...
SOLARSAT NOTE TO CLIENTS 051225
Below see key takeaways after reviewing utility-scale solar construction activity...
BATTERY STORAGE NOTE TO CLIENTS 050625
In this report, we are updating our utility battery storage...
Updating project level details (LS-2) and forecasts (LS-1)
In this note we summarize the changes we have made...
SOLARSAT™: March wraps up very active Q1
Below see key takeaways after going through our utility-scale solar...
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...
