Solar Plus Storage

“In the long term, I expect it'll be, I don't know what the ratio, but the two dominant sources will be solar plus storage and nuclear. I think some combination of those two will win the future, like the long term future. And advanced nuclear, meaning SMRs fusi…”

“Solar plus storage is on a good enough trajectory that even if we don't get a big nuclear breakthrough, we would be like, okay-ish.”

“But in my opinion, solar plus storage attachment rates in the U.S. Are, like, not high enough yet for batteries to really, like, be a potential game changer in VPPs.”

“And the changes to the net energy metering rules, as you said, effectively made it such that the economics of solar only really work now if you add storage to it.”