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A first: Batteries have become so cheap that around-the-clock solar is becoming economically viable. In 2024 alone, average battery prices fell by 40% and signs are a similar fall is occurring in 2025. Pairing solar with enough batteries to keep the electricity flowing though the night is no longer a distant dream – it's an economic reality. At around just $76/MWh all in, dispatchable solar is already competitive with other forms of firm generation in many markets. https://t.co/MDQe6ct1Av

Demand is way more elastic than people think. We don’t see it because utilities don’t offer cost reflective pricing, so people build in ways that optimize for the wrong price signals. This has been a massive issue for far longer than we’ve had cheap solar. We’ve had the technology to lower grid costs for a long time, but without accurate price signals people have no incentive to do it. Utilities are incentivized to do exactly the opposite. If they can justify more spending, they make a larger guaranteed return.