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 SOLAR NOTE TO CLIENTS 082626
In this note, we update our Q3 solar development data,...
STORAGE NOTE TO CLIENTS 081226
In this note we highlight takeaways from our latest battery...
SOLARSAT™ NOTE TO CLIENTS 081026
In this note, we refresh our monthly satellite and on-the-ground...
UTILITY SOLAR NOTE TO CLIENTS 072726
In this note, we are updating our utility-scale solar data...
SOLARSAT™ NOTE TO CLIENTS 071026
In this note, we refresh our monthly satellite and on-the-ground...
SOLARSAT™: Record construction in May; Solar crew counts grow 23% y/y; Interconnections on track for 52 GWdc next year (up 30% vs 2024)
In this note, we refresh our monthly satellite and on-the-ground...
Muted development qtr (after very good Q1); Less urgency in TX and SWEST; PJM / MISO queues being cleaned
In this note, we update our Q2 solar development data,...
Another record construction quarter (9.6 GW); Rotation back to California (offsets ERCOT flat/down); Quanta, Mortenson, Rosendin winners
In this note we highlight takeaways from our latest battery...
SOLARSAT™: April new starts light @ 2.8 GW (lots of projects, but all small); Midwest ramp begins; crews jump
In this note, we refresh our monthly satellite and on-the-ground...
Data refresh (Q1 / 2026); Construction on track; Module install ramp; New applications still main concern
In this note, we are updating our utility solar quarterly...
SOLARSAT™: Record March (4.5 GW New Site Work); Nextracker & SOLV share gains
In this note, we refresh our monthly satellite and on-the-ground...
SOLARSAT™: EIA 860M (SEIA) is broken, ignore it; 2026 grows 10+% (albeit ho-hum start w/ low tracker installs); Nextera adds new Mortenson work
In this note, we refresh our monthly satellite and on-the-ground...