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.
SOLARSAT™: October new construction still firm (up >20% y/y)
One of the constants we have found in utility scale...
October permits still getting worse
Halfway through October, U.S. residential solar permits continue to trend...
SOLARSAT™: If developers are going to slow down, they haven’t yet (September new construction up 25% y/y)
More than 2 GWac of projects were started in September, down...
Hard landing in September….updating 2024 estimates
In this note we are updating our U.S. residential solar...
New construction hits 30 GWac 2024E (up 20-25% y/y); tracker demand more modest +10-15% y/y; Orders flat
In this note we are updating our LS-1 Utility Solar...
No sign of a rebound
Closing up August data (here), the month ended down 20%...
SOLARSAT™: Utility Solar full steam ahead; Q3 tracking +20% y/y; Panel installs up 2x; ARRY slow
Assuming the industry continues to click, the U.S. will soon...
Orderbook study; 95 GWac (~600 projects) getting close to construction; Top 10 developers will make 60% of orders; NXT slight winner
roughly 95 GWac of U.S. projects have recently cleared key regulatory hurdles...
August still trending lower
For August, residential solar permits are landing down 18% y/y.
First look at California interconnection applications (Q2 finally released this week)
California interconnection application data was finally released following the NEM...
SOLARSAT™: July hitting on all cylinders
Broadly speaking, activity across the board was robust in July, particularly...
July not bouncing back; Estimates still too high
Last weeks permit activity was another disappointing datapoint, with residential...
