Predictive Research In
Power & Renewables
Lium’s Power & Renewables sector coverage is presented in the following categories: Satellite Solar Data, Resi-Solar & Utility 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™: Utility solar activity slow through February (probably seasonal, but worth watching)
Utility scale solar construction was pretty uneventful through February, with...
Feb solar module imports remain firm
Despite noise around detentions, February PV module imports have remained...
California February permits off the chart
California residential solar permits jumped by 25% sequentially in February...
Takeaways from Intersolar Conference; U.S. module manufacturing could be 40 GW+; NEM surge underway
We now think that boom could be in the range...
Publishing BESS project detail by integrator (FLNC, Sungrow, CSI, Powin etc)
we are anticipating the U.S. large scale BESS installations to...
January import data echos solarSAT views (big jump in module supply)
Recent surge in module availability is putting the U.S. back on...
California improved in January (after slow December) – possibly NEM pull forward; Rest of country continues to slow
With California holding up in January, we think Q1'23E could...
SOLARSAT™: Big start to 2023 (panels installed jump another 25%); More solar likely in H1’23E than 2022 total; New construction still hibernating
surprising jump in panel deliveries over the last 30 days,...
Takeaways from EIA data this week (2.5 GW online – missing 10GW under construction); Queues up 30% since IRA; NextEra & Nextracker data
With December published, the final tally for U.S. utility solar...
Dec permits firm (+18% y/y)…but signs of weakness; California now flat (after red hot 2022)
December permit data continues to hold a good pace, up 18%...
Nextracker (NXT) Data Trends
Using our satellite imagery, we counted over 21 GWac of...
Dec / Jan module imports up 65% y/y; LONGi imports still dismal
Solar module imports for the month of December, as aggregated...
