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! https://t.co/ujaHsD5gJx #lssusa@_SolarEnergy#renewables#solarenergy#solarpower
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. https://t.co/wjjTRbbSMN
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. https://t.co/zoXtbnnrKm
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. https://t.co/0XCopdkEA9
Got on the phone with the good folks at @progressive_ge to talk about Lium research this week. Check it out! #solarpower#windpower
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