net metering

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 23, 2024 by Jigar Shah · across every show →

Everything said about net metering, oldest first

May 23, 2024 neutral
Insight
Shah: Net metering's value declines past 5% solar penetration
“I think we've always known that net metering has declining value beyond sort of five percent penetration, and, but when you get to five percent penetration, the solar industry has so much political power that they're able to keep things going.”
Jigar Shah May 23, 2024 ▶ 5:39 Could VPPs save rooftop solar?
Jan 29, 2026 neutral
Insight
Kann: Standalone residential batteries are driven by resiliency, not bill savings
“Folks who are buying home batteries now, right, they're generally doing it for one of two Reasons. One reason is if they're in like California and you have a net meter, if you have solar and you have net metering rules that make it like super uneconomic to hav…”
Shayle Kann Jan 29, 2026 ▶ 19:49 The rise of permissionless DERs
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