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  • Power and Renewables
    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
  • About LIUM
    • Our Process
    • Our Team
    • All Sectors
    • Careers
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Utility-Scale Solar RESEARCH

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LITE

SOLARSAT™ NOTE TO CLIENTS 091026

September 10, 2026
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UTILITY SOLAR NOTE TO CLIENTS 082626

August 26, 2026
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SOLARSAT™ NOTE TO CLIENTS 081026

August 10, 2026
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UTILITY SOLAR NOTE TO CLIENTS 072726

July 27, 2026
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SOLARSAT™: June caps robust Q2 construction starts; Crew counts up 20% y/y; Solv, Mastec, Gamechange outliers

July 10, 2026
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SOLARSAT™: Record construction in May; Solar crew counts grow 23% y/y; Interconnections on track for 52 GWdc next year (up 30% vs 2024)

June 10, 2026
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Muted development qtr (after very good Q1); Less urgency in TX and SWEST; PJM / MISO queues being cleaned

June 1, 2026
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SOLARSAT™: April new starts light @ 2.8 GW (lots of projects, but all small); Midwest ramp begins; crews jump

May 12, 2026
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Data refresh (Q1 / 2026); Construction on track; Module install ramp; New applications still main concern

April 28, 2026
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SOLARSAT™: Record March (4.5 GW New Site Work); Nextracker & SOLV share gains

April 10, 2026
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123Next

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ENHANCED

Data Sheets

  • SAT-1: solarSAT™ Monthly Summary

  • SAT-2: solarSAT™ Construction Detail

  • SAT-3: firstDIRT™ New Project List

  • LS-1: Utility Solar Model - Quarterly

  • LS-2: Utility Solar Database - Quarterly

  • LS-3: Lium Solar Crews

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PLUS

Data Sheets

  • PLUS-201: Company Details

  • PLUS-301: Active Crew Detail

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Contact Information

  • Phone: (512) 504-7407
  • Email: [email protected]
  • Address:
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    2nd Fl, Ste. 200
    Austin, TX 78756

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SOLARSAT™ NOTE TO CLIENTS 091026

BTM Power Gen Fleet Expansion – More Players, New Orders & Ambitions

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