Crypto firms suing EIA for analyzing their electricity consumption should give you some signals to inform your mental model.
So thats what I'm confused about. NEM 3 has low-income battery incentives, and their goal is 9 years of payback with export rate which is considered 'reasonable'. They can't *legally* make NEM2.0 and NEM1.0 customers move to the new rate. It's legal challenge than policy (but Idk enough)
oh gotcha... $8.5 billion may tip them idk because... wow.
Batteries def help. But export compensation must still be declined to reduce forgone T&D revenue [cost-shift]. I think they are grandfathered to both - retail rate compensation for exports - retail rate as TOU volumetric rates. So income graduated fixed charges don't apply (AFAIK unsure abt this)
This is slightly confusing terminology given another term avoided costs (marginal cost of grid electricity basically). But essentially, it's because adopters forgo their share of T&D costs -- now the majority and fastest growing share of costs -- when they are credited for their kWh at retail rates
These folks are grandfathered on NEM so will continue to forgo their shares of T&D costs (which is the growing majority of IOU costs).
Electricity prices have increased (drastically), so has the adoption count right before NEM3.0 kicked in
And so many of us will join your side. It's really things like these that jolt me out of my acedia to come to terms with how depraved and evil our system is and how used to we have gotten. I'm genuinely sorry. Sending you virtual hugs.
This is fucked up. Absolutely. Please take care and seriously fuck the algorithm to be doing this to you. I have a premium ad-blocker, and it helps. But... ughhhhhh.