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Surendra's avatar

I never thought of Helium from the conflict angle. Great read as always.

Kamal Gaur's avatar

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.