Thank you! And I can venture a few more hypotheses (from least to most likely): 1. Altruism 2. Already committed 3. They have a pessimistic view of future g

Thank you! And I can venture a few more hypotheses (from least to most likely): 1. Altruism 2. Already committed 3. They have a pessimistic view of future gas prices. 4. They have solar. 5. They're in a long tail/corner case/different use case from the one you computed. I'd put my money on 5, depending on how big a % difference. Eg. I've noticed more and more people switching to solar as prices come down and hit an inflection point for them in their use case. Wouldn't be surprised if heat pumps are the same.