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 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™ NOTE TO CLIENTS 021226
In this note, we provide an update on construction activity...
BATTERY STORAGE NOTE TO CLIENTS 021126
Construction activity for large scale FTM battery storage increased modestly...
UTILITY SCALE SOLAR NOTE TO CLIENTS 012226
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...
SOLARSAT™: Construction momentum remains firm (October +25% y/y); Arizona big month
October utility scale solar projects started construction... very firm for...
BATTERY STORAGE NOTE TO CLIENTS 110525
In this note, we are updating our BESS data for...
Increasing 2026E projections (+10-15% y/y); Implies 50-60 more crews needed; Market share adds (Nextracker, Mastec, First Solar)
In this note, we are updating our utility-scale solar model...