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.
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™ NOTE TO CLIENTS 061026
In this note, we refresh our monthly satellite and on-the-ground...
UTILITY SOLAR NOTE TO CLIENTS 060126
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...
Approvals inflect higher (25 GW this qtr); Visibility through 2027E; But new applications have dried up
In this note, we summarize our takeaways after processing the...