@LiumResearch

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

Lium.com
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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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
Matthew Veazey@MVVeazey1 Jun 2022
Pros from @LiumResearch @UTEP @b3insight @ULLafayette talk lithium extraction from oil and gas production #OOTT #energy #EnergyTransition #Lithium naturalgasintel.com/sexy-byp…

‘Sexy’ Byproduct of Natural Gas, Oil Production Could Fuel Energy Transition

Discover how the byproduct of oil and gas production, lithium, is essential for the energy transition. Learn about the challenges and opportunities of extracting lithium from produced water, and how...

naturalgasintel.com
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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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We are looking forward to the Large Scale #Solar USA conference in Austin this June 22-23. Lium's Daniel Cruise will present an outlook for grid-scale solar. Will you be there? Don't miss this! lssusa.solarenergyevents.com… #lssusa @_SolarEnergy #renewables #solarenergy #solarpower

2026 Homepage - SolarPLUS USA

Unleashing American Energy Independence through Next-Generation Solar DevelopmentMarch 2027Register Your InterestSponsorship OpportunitiesSpeaking OpportunitiesJoin Us Again in 2027Navigate hybrid...

lssusa.solarenergyevents.com
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LiumResearch retweeted
David Wethe@DavidWethe5 Nov 2021
"Permianflation" is coming, so shale explorers are cranking up the frack work, researcher Lium says bloomberg.com/news/articles/… via @markets

Race Is On to Frack Shale Fields Before Costs Jump in 2022

bloomberg.com
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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…
LiumResearch retweeted
David Wagman@AeditorUs17 Feb 2021
3 graphs that help shed light on the #ERCOT power troubles this week. Thanks to @LiumResearch for the insights. bit.ly/3qv6SXh

3 graphs that shed light on the ERCOT power crisis - pv magazine USA

Data firm Lium concluded that ERCOT "probably needed at least another 17 GW of generation" to meet demand as cold winter weather settled in over the state.

pv-magazine-usa.com
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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
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