Excellent review. This is an area that I’ve been thinking about, but don’t know enough about the tech to make a start in a small way.
There’s a company in NZ that takes an interesting approach to solar—Supa, https://www.supa.energy/ (not affiliated in any way).
Ignore all the marketing fluff on the website, how it essentially works is:
Supa approaches companies with large buildings, and gets them to install solar panels + batteries. These are dramatically over-provisioned, they install much more than the company uses
The company buys the solar panels and batteries through a 10-year programme of monthly payments through a finance company, and Supa repays the company monthly for all costs—capital and interest. At the end of 10 years, the company owns the equipment.
Supa arranges and pays for installation, and they manage the energy ongoing. With this, they charge the batteries from the sun (free) and overnight (when prices are lower), and:
Give the company a discount on their electricity
Sell electricity to households nearby, at a discount
Sell back to the grid when the predictable morning and evening spikes occur
The company gets solar, and cheaper electricity with no down payment. Supa gets locations all over the country generating power for them, without having to buy land or build solar farms. The households get cheaper power.
The factors that seem to make this work are (a) NZ’s screwed-up electricity supply—prices are volatile and have risen a lot lately, leading some electricity-intensive businesses to shut down, and (b) cheaper to distribute power generation and storage throughout the country, than to generate in one place and deal with the high costs of upgrading transformers and surrounding infrastructure to support it.
We may see a rise in this—companies using financial engineering to increase uptake, rather than households running the numbers and investing directly.
So, given this happened—was there any update in your belief in the truthfulness of the other beliefs of those people?
What other embarrassingly unequal parts of reality are being politely ignored, except by science-illiterate jerks?