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 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,...
BATTERY STORAGE NOTE TO CLIENTS 052026
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...
SOLARSAT™: Slow construction start (lot of bad weather); Solar crews drop 12 to 208; Solv starts massive Swenson project; Gamechange taking share
In this note, we provide an update on construction activity...
2025 modest construction growth (+7%); Growth reaccelerating this year (CA, Northwest, Georgia); PRIM boost last year, MTZ on deck
Construction activity for large scale FTM battery storage increased modestly...
Data refresh & 2026E projections; EPC mkt share favors MTZ (PWR lower 2025); Gamechange takes back share
In this note, we are updating the latest utility-scale solar...