On Twitter for a while

Got on the phone with the good folks at Progressive to talk about Lium research this week. Check it out! #solarpower #windpower progressiverecruitment.com/en-us/blog/202…

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

3 graphs that help shed light on the #ERCOT power troubles this week. Thanks to LiumResearch for the insights. bit.ly/3qv6SXh

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…

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-…

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…

"Permianflation" is coming, so shale explorers are cranking up the frack work, researcher Lium says bloomberg.com/news/articles/… via Bloomberg Markets

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 Solar Energy Events #renewables #solarenergy #solarpower

Pros from LiumResearch UTEP B3 Insight University of Louisiana at Lafayette talk lithium extraction from oil and gas production #OOTT #energy #EnergyTransition #Lithium naturalgasintel.com/sexy-byproduct…

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

After a wonderful networking lunch, we have Daniel Cruise, Partner at LiumResearch presenting ‘U.S. Utility Scale Solar Outlook’. #LSSUSA #largescalesolar #solar #technology #energytransition

We look forward bringing Lium #solarSAT data into conversations with #solar participants at #REPlus22 this week. newswire.com/news/lium-sate… RE+ Events Smart Electric Power Alliance (SEPA) #cleanenergy #energystorage #solarpanels #solarpower #renewables