Daniel Cruise

Lium Research

Daniel Cruise is a partner at Lium Research where he conducts holistic energy market research for institutional investor clients. Daniel is Lium's lead analyst on renewables, including utility-scale solar where he leads a research team in the delivery of proprietary datasets and reports on quantamental trends. He has nearly 20 years of experience in energy finance, including roles as a publishing Wall Street Analyst and hedge fund manager. Daniel earned dual finance and accounting degrees from Texas A&M University and is an alumni of Jefferies, Coras Research, Wells Fargo Securities, and ISI Evercore.

04 Oct
 - 16:10 Eastern Standard Time (EST)
Track A

Do consensus expectations for U.S. solar capacity growth match what's actually happening on the ground? Are new construction starts in utility solar accelerating or decelerating? Predictive data constructed from thousands of real-time images of large U.S. solar projects sometimes tells a different story than the mainstream narrative. Recent observations include:

  • Dirtwork Much Better Than Feared.  New activity has been much stronger than generally thought among the industry.
  • Panel Installations Still Dragging...  Tracking actual panel deliveries, Lium satellite data is consistent with anecdotes and panel import suggesting lower installation activity.
  • ...But Construction Booming.  Projects under construction are up 25% from a year ago and have inflected higher recently with a surge of new construction starts and panel delays setting up big growth into 2023.

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