Energy market research for institutional users. Data Science, Human Touch.

Joined August 2020
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We look forward bringing Lium #solarSAT data into conversations with #solar participants at #REPlus22 this week. newswire.com/news/lium-satel… @REPlusEvents @SEPAPower #cleanenergy #energystorage #solarpanels #solarpower #renewables
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LiumResearch retweeted
After a wonderful networking lunch, we have Daniel Cruise, Partner at @LiumResearch presenting ‘U.S. Utility Scale Solar Outlook’. #LSSUSA #largescalesolar #solar #technology #energytransition
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LiumResearch retweeted
Presenting: U.S. Utility Scale Solar Outlook at #LSSUSA in June we have Daniel Cruise, Partner at @LiumResearch. Join him in Texas using his code: SPEAKER20 - bit.ly/3KyxsIl #largescalesolar #solar #technology #energytransition
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LiumResearch retweeted
"Permianflation" is coming, so shale explorers are cranking up the frack work, researcher Lium says bloomberg.com/news/articles/… via @markets
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The magnitude of the U.S. offshore wind supply chain opportunity is underappreciated. Lium estimates $200bn spend thru 2035, benefitting names like $SGRE $GE, $VWS on turbines and many others like $NETI, $NOV, $GFI, $HLX in supply chain / service. lium.com/u-s-offshore-wind-r…

Lium's 2022 large scale #solar installation backlog estimates increased to over 17 GW(ac), already above many estimates, with the $FSLR and Nextracker mega-project wins this week. Other names with leverage include $ARRY, $FTCI, and $SHLS. lium.com/next-and-fslr-win-t…

Our resi #solarpower data update this week shows $SEDG taking back some inverter market share from $ENPH in California. On the installer side, we see $RUN gaining share while $TSLA and Sunstreet / $NOVA share was lower in California. lium.com/big-resi-california…

What's going on with the @ERCOT_ISO supply stack? Lium data synthesis offers some early answers.... lium.com/first-look-at-data-…

Got on the phone with the good folks at @progressive_ge to talk about Lium research this week. Check it out! #solarpower #windpower progressiverecruitment.com/e…

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On Twitter for a while