LiumResearch

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LiumResearch

LiumResearch

@LiumResearch

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

เข้าร่วม Ağustos 2020
0 กำลังติดตาม11 ผู้ติดตาม
LiumResearch
LiumResearch@LiumResearch·
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-w…
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LiumResearch
LiumResearch@LiumResearch·
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-…
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LiumResearch
LiumResearch@LiumResearch·
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-calif…
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LiumResearch
LiumResearch@LiumResearch·
On Twitter for a while
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