First Principles that Lead to the Disruption of the Energy Utility
Customer defection is coming by 2026. — Assumption 1: It will be more and more common for energy users to opt-out of the traditional service from the local utility monopoly. The solar and battery cost curves are lowering at predictable declines, following a consumer product cost-curve. Buying on-sight solar and energy storage will shift from being an altruistic choice to being a cost-effective choice.