Predictive Research In
Power & Renewables
Lium’s Power & Renewables sector coverage is divided into four segments: Power, Solar, Wind & 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.
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...
RENEWABLES [data]: May power data huge for solar; Elec prices surging; Offshore wind pipeline up +33%; Panel import data out next week
RENEWABLES UPDATE
A curated summary of data released or updated recently...
BESS Delay Risk, CleanPower Conf Takeaways, Satellite Intel, New Battery Model Download, & more… [storage hits]
EXCERPT: At the CleanPower conference in San Antonio this week,...
UTILITY SOLAR: AD/CVD Survey (125 projects / 35 delayed / 57 unchanged)
Over the past two weeks, we surveyed the status of...
SOLAR: San Antonio Conference Takeaways (utility scale getting hammered by AD/CV petition)
This week, we attended the RE+ solar conference in San...
RFPs, R&D, Force Majeure, Cost Overruns, 300TWh Of Storage?, & more… [storage hits]
EXCERPT: In a conversation with the CEO of a large...
RESI SOLAR: California permits surging; Home solar costs up 10-15% y/y; tariff narrative (solar devastated by AD/CV petition) overdone
In this residential solar note, we are highlighting recent cost...
Cost Creep, Lithium Price Shock Ripples, Developer Conversations, Notes From The Road, + Read-Thru From ARRY, PV Tariff Collateral Damage, & More… [storage hits]
EXCERPT: In a conversation with the CEO of a large...
Texas Battery Tour, Boots On The Ground, Better Late Than Never, Recon Photos, Storage Attach Rates Soar [storage hits]
EXCERPT: Last week, we got away from the screen for...
Battery Storage Launch
The purpose of this primer is to highlight the key...
