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From pv magazine 06/23Two of the biggest solar markets, the United States and China, expanded their distributed-generation capacity by more than 65% in 2021 and 2022, against a 4% fall and an 18% rebound in utility scale PV. That means a qualitative shift in financing, in particular to back the integration of mass, networked, distributed-energy resources DER under virtual power plants VPPs and traditional utilities. Rethink Technology Research believes that utilities, especially in the United States, plan to participate in mass distributed-solar rollout. We think they will offer to partner with residential and commercial and industrial CI property owners and act as a bridge to finance.While net metering payments and reduced electricity sales might spook utilities, electric companies hav stanley usa e tremendous balance sheets to borrow against and can recruit full scale distributed-generation DG customers, equipped to their maximum solar r stanley cup oof and energy storage potential.First moverThe first power company to embrace this change will be imitated by others because the alternative is to be abandoned by customers wealthy enough to go full scale distributed alone, free from grid reliance. Utilitie stanley cup s that rent roofs back to customers unable to purchase PV arrays outright will open the market to more solar customers and safeguard themselves from falling energy prices while retaining control of power generation.With half of the worlds electricity to come from solar in future 鈥?and half |
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