Predictive Research In
Power & Renewables
Lium’s Power & Renewables sector coverage is presented in the following categories: Utility Solar (enhanced with solarSAT™), Resi-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.
SOLARSAT™: February new construction bounce
Although more than a few companies continue to stress widespread...
Permits slow start to the year (despite anecdotes of better sales)
Although some companies are seeing sales improve, residential solar permits...
25 developers that will build 70% of capacity; FLNC has 5 of them; AES big jump this year; New developer / integrator matrix
In this note, we break out our battery storage data,...
SOLARSAT™: Modest start to 2024
In this note we summarize U.S. utility solar activity from...
U.S. Manufacturing Study (production is ramping); +20 GWdc realistic by June 50-60 GWdc by 2025
In this study we have updated our U.S. solar module...
Final 2023 interconnections (17.6 GWac – up 60% y/y); 2024 will surge again
This week, the EIA released final December and 2023 interconnection...
SOLARSAT™: Activity still chugging along nicely
Generally speaking, activity has continued to chug along in recent...
2024 Outlook – Interconnections surge again (50% above Woodmac estimates); New construction +15-20%
In this note, we are updating our utility solar model...
Turning our satellites to the battery storage market; firm fundamentals with >12 GW starting this year; watching another 40 GW lining up
After slow growth in 2022, battery storage interconnections are finally...
4Q Pipeline Update (still growing after another 11 GWac originations); NXT/PWR/SOLV/PRIM most leverage
In this note, we are updating our list of of...
SOLARSAT™: November new construction slowing for the winter
During November we counted roughly 1.7 GWac of projects that...