Lux Research's market data provides concise, quantitative market intelligence as emerging technologies build a critical mass of manufacturing capacity and deployment. By providing bottom-up market information, new business development teams and growth-focused business units can make actionable and accurate product planning and marketing decisions. Accessing Lux Research Market Data allows clients to:
- Track emerging technology scale-up and end-user adoption on company, geography, technology, and value chain segmentation
- Identify specific geography vs. technology combinations of highest growth
- Find disconnects and opportunities within value chains from feedstock to market
- Focus marketing and sales resources on companies and geographies where adoption is strongest
- Plan capacity expansion and production schedules in emerging technology domains based on reality-based data
Lux Research Market Data includes:
- Client-controlled data presentation and extraction, enabling on-demand, downloadable images and spreadsheets
- Summary presentations that provide key observations and changes in market conditions, and deeper insight into critical market and technology segments
- Inquiry with Lux Research analysts to discuss specific data and customized input on the client's own issues
- Access to the full archive of market data on the Lux Research Member Site
The Lux Research Grid Storage Tracker, built upon data gathered from primary interviews with technology developers, is a customizable database and tool that keeps track of grid storage projects around the world from conception through operation and completion. The Grid Storage Tracker details each project’s technology, technology provider, status, size, location, cost, and applications and breaks down the market for battery components by cathode, anode, separator, and electrolyte.
This dynamic tool is updated semi-annually and supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
- Power quality
- Power reliability
- Bulk storage
- Volt/VAR control
- Upgrade deferral
- Peak shaving
- Load leveling
- Community energy storage
- Frequency regulation
- Spinning reserves
- Emergency backup power
- Wind firming
- Wind integration
- PV integration
(1 kW or greater):
- Unit energy capacity (MWh)
- Unit power capacity (MW)
- System energy capacity (MWh)
- System power capacity (MW)
- System discharge duration
- Lithium ion
- Flow batteries
- Molten salt batteries
The Solar Demand Forecaster provides quantitative demand research based on a compilation of historical demand and subsidy data. Using detailed levelized cost of energy (LCOE) calculations, the Demand Forecaster displays demand in projected new installations (MW), segmented by geography, technology, and application. Gain insight on the internal rate of return (IRR) for systems – the primary driver behind solar demand.
The Solar Demand Forecaster, updated semi-annually, is a flexible platform that allows the user to input proprietary data and manipulate Lux Research’s underlying assumptions. This dynamic tool supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
- U.S. (by state)
- China (by province/semi-autonomous region)
- 75 other countries, including Germany, India, etc.
- Projected new installations (MW)
- IRR (%)
- Grid parity
- Energy market penetration (%)
- Monocrystalline silicon (c-Si)
- Multicrystalline silicon (mc-Si)
- Thin-film silicon (TF-Si)
- Copper indium gallium diselenide (CIGS)
- Cadmium telluride (CdTe)
- High-concentrating photovoltaics (HCPV)
- Feed-in tariffs
- Percentage of system cost
- Rebates per-watt of rated capacity
The solar industry has been plagued over the past few years by destructive boom and bust cycles, clearly indicating that vendors – from polysilicon to module makers – have made a mad dash to add capacity, even as the market was turning down. This overcapacity has had disastrous effects on industry-wide pricing and company solvency, and has triggered an industry-wide shakeout that is still unraveling. To date, the lack of clear and accurate data on production and capacity at each step of the value chain has exacerbated the capacity build-up, while leading to unreasonably high market size forecasts through double-counting of capacity and inaccurate discounting of proposed future capacity.
To help accurately manage expectations and identify supply trends, Lux Research has developed the Solar Supply Tracker, the most accurate industry supply tracker to date – which pulls on primary interviews with manufacturers at all steps on the value chain and Lux Research's critical analysis of technology feasibility for emerging technologies.
The Solar Supply Tracker, updated semi-annually, is a flexible platform that allows the user to input proprietary data and manipulate Lux Research’s underlying assumptions. This dynamic tool supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
- Multicrystalline Silicon
- Monocrystalline Silicon
- Crystalline Silicon
- Asia and Pacific
- Europe, Middle East, and Africa
- Neo Solar Power
- Canadian Solar
- Solar Frontier
The Alternative Fuels Tracker is a comprehensive database of over 1,600 production facilities throughout the world, with the corresponding data of production capacity, fuel, feedstock, and process technology by company from 2005 to 2015. Additionally, government incentive and mandate information pinpoints specific regions or fuels to identify opportunities for capacity growth. The Alternative Fuels Tracker is mainly driven by direct conversations with suppliers, technology providers, and other key stakeholders in the space.
Using the Alternative Fuels Tracker allows players in this space to act on government support and mandates (and the progress to those targets), capitalize on emerging capacity and technologies, get ahead of feedstock shortages and developments across the globe, and profit from the movement of capacity from dominant areas today (e.g., U.S., Brazil, Germany) to emerging regions (e.g., China, India). Leading fuel off-takers, OEM’s, energy regulators, material suppliers, feedstock suppliers, and energy companies use the Alternative Fuels Tracker to drive decision making.
This dynamic tool, updated semi-annually, supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
- Renewable diesel
- Renewable gasoline
- Corn, sugarcane
- Vegetable oils
- Agriculture waste
- Forestry waste
- Energy crops
- Transesterification, esterification
- Synthetic biology
- Country comparison vs. local regulation
- Plant level data
The Lux Research Grid Storage Demand Forecaster enables clients to forecast global demand at the regional-level based on specific technological capabilities. The Grid Storage Demand Forecaster is a transparent, interactive, customizable forecasting model that calculates internal rate of return (IRR), levelized cost of electricity (LCOE) and market demand in capacity (MWh), and revenue for emerging storage technologies.
The Grid Storage Demand Forecaster, updated annually, is a flexible platform that allows the user to input proprietary data and manipulate Lux Research’s underlying assumptions. This dynamic tool supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
- 44 countries across 6 continents
- Represents over 95% of global electricity consumption
- USA evaluated at state-level
- Lead Carbon
- Lithium-ion Energy
- Lithium-ion Power
- Sodium Nickel Chloride
- Sodium Sulfur
- Vanadium-redox Flow
- Zinc Bromine Flow
- Utility - Renew integration
- Utility - Renew shifting
- Utility – Ancillary services
- Utility – Upgrade deferral
The Lux Research Automotive Battery Tracker is a comprehensive database of the plug-in vehicles and hybrids sold around the world, analyzing not only unit sales but also the batteries that they use, and quantifying the resulting impact across the energy storage value chain. The data is a combination of actual vehicle sales, battery technology information, and supplier relationships. Among the details that the Automotive Battery Tracker follows are battery chemistry type (like Li-ion and NiMH), country of sale, cathode choice, pack size, and cell maker.
Using the Automotive Battery Tracker allows players in energy storage to target the OEMs that account for increasing amounts of battery demand, and capitalize on shifting trends in battery chemistry and pack architectures. Clients can unearth regional trends in drivetrain preferences and get ahead of a shifting cell supplier landscape where some are facing overcapacity and bankruptcy while others are making remarkable gains in market share. The Automotive Battery Tracker helps those in energy storage identify the most promising vehicle applications, the fastest-growing regions, and the strongest potential partners.
This customizable and dynamic tool is updated on a quarterly basis, and features easy graphic and data outputs for instant insertion into any reporting format.
- Lithium manganese oxide (LMO)
- Nickel manganese cobalt (NMC)
- Nickel cobalt aluminum (NCA)
- Lithium iron phosphate (LFP)
- Lithium cobalt oxide (LCO)
- Lithium nickel oxide (LNO)
Other energy storage:
- Lead-acid batteries
- Solid-state batteries
- Nickel metal hydride (NiMH)
- Drivetrain trends and battery pack size trends
- Chemistry trends
- Regional differentiation
- Take rate
- Market share by OEM and cell supplier
- Revenues by OEM and by vehicle
- Energy capacity (kWh)
- Chemistry type
- Cell supplier
- Form factor
- Voltage (V)
- Cost estimate ($/kWh)
- Fuji Heavy
- Hyundai Motor Group
- VW Group
- LG Chem
- GS Yuasa
- China BAK
- Hefei Guoxuan High-Tech
- Samsung SDI
- SK Innovation
- Tianjin Lishen