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.
Heads up on 20% decline for Q1 installations (and muted bounce for Q2)
While leading edge indicators have picked up (or at least...
Lowering 2024E tracker forecast (now +0-5%); New construction starts on schedule
After seeing the pace of 1Q starts, collecting new permits...
SOLARSAT™: Seasonal uptick continues w/ March new construction @ 2.4 GWac (+15% y/y); Mostly Nextera, others flat; Tracker installations disappoint
Generally speaking, the seasonal uptick is happening with March noticeably...
March permits up (modestly)…installations still have leg down
In this note, we have seen enough permit data to...
Late Stage Pipeline Update – up again, but growth slowing (only ~10 GWac contracts signed last 3 months vs 60 GWac in 2023)
Broadly speaking, the utility scale solar pipeline continued to grow...
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...