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.
BATTERY STORAGE NOTE TO CLIENTS 052026
In this note we highlight takeaways from our latest battery...
SOLARSAT™ NOTE TO CLIENTS 051226
In this note, we refresh our monthly satellite and on-the-ground...
UTILITY SCALE SOLAR NOTE TO CLIENTS 042826
In this note, we are updating our utility solar quarterly...
SOLARSAT™ NOTE TO CLIENTS 041026
In this note, we refresh our monthly satellite and on-the-ground...
SOLARSAT™ NOTE TO CLIENTS 031126
In this note, we refresh our monthly satellite and on-the-ground...
UTILITY SCALE SOLAR NOTE TO CLIENTS 022526
In this note, we summarize our takeaways after processing the...
SOLARSAT™: Slow construction start (lot of bad weather); Solar crews drop 12 to 208; Solv starts massive Swenson project; Gamechange taking share
In this note, we provide an update on construction activity...
2025 modest construction growth (+7%); Growth reaccelerating this year (CA, Northwest, Georgia); PRIM boost last year, MTZ on deck
Construction activity for large scale FTM battery storage increased modestly...
Data refresh & 2026E projections; EPC mkt share favors MTZ (PWR lower 2025); Gamechange takes back share
In this note, we are updating the latest utility-scale solar...
SOLARSAT™: 2025 wraps up as expected (35 GWac new site work); Installs take holiday break; Primoris spotlight (market share + efficiency gains)
In this note, we summarize the latest utility-scale solar satellite...
SOLARSAT™: Panels on full tilt (9 GW installed last 3 months); Solar crew efficiency up 5-10% this year; FirstDIRT firm
Solar crew count was flat again at ~230 in November...
Solar train is rolling (RECORD 18 GW approved this quarter); Increasing 2027E construction projections; Applications on a downtrend
In this note, we summarize our utility-scale solar data after...