I am presuming that the moat being in this case the high locked in prices paid for solar power at the peak of the 'we must create renewable energy' frenzy. It

I am presuming that the moat being in this case the high locked in prices paid for solar power at the peak of the 'we must create renewable energy' frenzy. It is unlikely that new solar plants would be able to get the same types of long-term power supply contracts that an existing plant might have got 5 years ago. At the residential level, most solar FIT have been slashed as government programs ran out of money and public enthusiasm waned as the non-participants bills went up. But yes, a solar power plant is a utility, and if it has locked in contracts (I admit I have no idea if it does) it would be a good buy, if nothing else but for the inflation hedging as power always follows inflation but many other revenue streams do not.