grid demand
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 4, 2026 by John Arnold · across every show →
Everything said about grid demand, oldest first
Mar 4, 2026 neutral
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 …”