Monday, March 01, 2021 10:37:24 AM
There are a number of states that are going to ban ICE vehicle sales by some future date. Massachusetts following California as an example.
The infrastructure required for demand in electricity followed by more clean energy points to a distributed power model that will transform the way 'Energy' is delivered. All it takes is for building codes to change and require homes to have solar panels installed at time of built.
As states figure out how net metering works and also how they can tax it so they get a piece, each home will become part of the distribution model.
IMO its not an if, but a when.
This leads me to think what industry will most benefit from this transformation and which companies will be at the forefront.
This of course is my opinion that I choose to share.
Dig into the details of what you own and why.
Cheers
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