NEM 3.0 Driving New Grid Reality. As consumer financing products shift back towards the lease, you see platforms gaining new strengths. Sunnova announced a loan guarantee yesterday and Sunrun is going big in Texas with their CEO hosting partners at the AT&T Stadium. How do smaller or independent companies compete in a lease dominating market? Especially a market with more technologies coming into the package, you need a platform that enables the mid to long tail to go toe to toe with the large companies. SunPower may raise $450million but 450 smaller companies are going to do more than $2million a piece. With NEM 3.0 adding the basic necessity of storage, how will those thousands of smart and grid capable homes play in the nascent VPP market, especially when aggregated outside of the large platforms? Watch for the innovation, I sure am.
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Opinion
Best, Yann