NEM Suit Is On. A lawsuit trying to get NEM 3.0 back to the negotiating table is on. My opinion is that advocates should focus on increasing the value of DER and storage in the home to create revenue upside.
Lease, Loan. Platforming Installer Access. The lease is back, you see that in earnings releases but why? Is it because the systems have gotten too complicated? Is net metering confusing the homeowner and they just want an easy button? Or is it in the interest rate spikes? Leases have never been that accessible or profitable for installers so how can they get platformed for installers in a way that gives consumers more choice?
Cinco De Mayo. Happy 5/5! Send me your recommendations for your favorite tequila
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Opinion
Best, Yann
