Scott Nolan

The grid is currently capable of shipping electricity to people's homes at the level that we consume them, consume electricity.

So with net new sources coming on the grid, it should get cheaper.

But that's going to depend on

a lot of different factors.

It's going to depend on who sets the rates, how electricity is priced.

Do you have some infrastructure costs and then some generation costs?

Will there be separation of transmission and generation costs everywhere?

What is the balance between those two?

How much are we paying for the transmission?

How much are we paying for the generation?

There were some shifts in that in California where it was more bundled.

And as people did more and more rooftop solar, I think it was separated because the utilities were having a harder time paying for their existing infrastructure.

And so how that all goes in each state is going to be the real driver, I think.

I think we have the ability to produce as much electricity as we want.

um through all these different methods but how that actually makes its way to people's homes depends on state level and federal level policy as well as as well as things like nipa which is the environmental regime for

standardizing a lot of these federal approvals on large-scale infrastructure projects, which has slowed down things like new transmission lines.

And so the degree to which that gets reformed or looked at, or how can we still have all the safety that we always had, that we want, the environmental protections, but how can we streamline this to help things go faster?

I think you're going to, you know, big, big picture.

You've got two curves.

You've got the demand curve and you've got the supply curve.