One challenge that has to be acknowledged is how state discoms have signed 25Y contracts with residential solar projects to buy back units at a certain price, and then when adoption of solar proliferated, those discoms unilaterally reduced the rates of units they would pay customers that they had already committed for 25Y.
I never thought of Helium from the conflict angle. Great read as always.
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One challenge that has to be acknowledged is how state discoms have signed 25Y contracts with residential solar projects to buy back units at a certain price, and then when adoption of solar proliferated, those discoms unilaterally reduced the rates of units they would pay customers that they had already committed for 25Y.