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I'll believe this when I see successful startup utilities cropping up all over for the low capital investment of buying a field and filling it with solar panels

• epistasis 4y ago
  The barrier to this isn't economics, it's the regulatory process for utilities, which are often regulated to be monopolies. And for that matter, this sort of building of solar projects by small players has been going on for years, very successfully, under a PPA model. In places where it's allowed for startups to build new generation resources and get compensated on the market, such as Texas' ERCOT, solar is a dominant force. The challenge is not the tech, the challenge is that too many people are doing it, draining the supply chain: https://www.solarpowerworldonline.com/2022/07/satellite-data-shows-big-solar-installation-delays-in-texas/ https://www.solarpowerworldonline.com/2022/07/satellite-data...