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.
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...
UTILITY SOLAR [data]: IRA Solar Boom (2023E up >50%); Projects under construction hit 19 GW in July; need 8 GW ‘waiting on panels’ to get cleared
In this note, we are updating our LS-1 Utility Solar Model to...
STORAGE [data]: BESS deployments hit record in Q2 (1.6 GW); Standalone doesn’t get enough credit; FLNC market share
While costs, solar panel constraints, and stalled policy has been...
RENEWABLES [hits]: Takeaways From Reuters Renewable Finance Dallas Conference
Following two days of immersive discussion at Reuters Renewables Finance...
UTILITY SOLAR [hits]: Takeaways From Large Scale Solar USA Austin Conference
This week we attended and presented at the Large Scale...
UTILITY SOLAR [data]: Increasing 2022E projections after Biden tariff action
In this note, we are updating our utility solar model...
