Grid Demand

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Each additional megawatt of solar yields diminishing economic value
“I think it's also true that in a, you know, generally in a stable demand environment, each megawatt of solar that comes on is worth a little bit less. The most valuable solar that came on was the first megawatt, and then you get to a point where the supply of …”
John Arnold Mar 4, 2026 ▶ 49:42 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best

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