But the real issue if the how much the transmission providers are willing to pay. This market is open to all generators of an acceptable size who have passed go

But the real issue if the how much the transmission providers are willing to pay. This market is open to all generators of an acceptable size who have passed govt. certification. In most countries this market is an auction in various sized time blocks (from months long down to a few hours). Obviously the price of solar and wind are lower than coal in a lot of localities, and in some are even lower than natural gas. And what's more for solar once it is in place it has miniscule opex, so almost any price above zero will produce net revenue. Natural gas will find it hard to compete with this in even a few years time. Having said that in the US approx 30% of natural gas is used in electricity production. Even though it is a minority of end use market share it will still affect prices. So I'd say if Buffett got it at a 30% discount or more he should be OK, a lesser discount may be problematic.