I think I've said as much as I need to say. But anyone that would like to chime in on this thread, love to hear what you think. @jeffstjohn.bsky.social @johnffarrell.bsky.social @madalsa.bsky.social @commercialsolarguy.bsky.social @bsmithwood.bsky.social - ThreadSky

xiaowang1984.bsky.social • 110 days ago

I think I've said as much as I need to say. But anyone that would like to chime in on this thread, love to hear what you think. @jeffstjohn.bsky.social @johnffarrell.bsky.social @madalsa.bsky.social @commercialsolarguy.bsky.social @bsmithwood.bsky.social

Comments

bsmithwood.bsky.social•107 days ago

So as a legislative/regulatory person, first thing I look at when I see a report is who is sponsoring it. Whether or not they paid for it, CALSSA took the bullhorn on this report, so my interest immediately ended. Not only do I not find them credible, no one with any control over energy does.

bsmithwood.bsky.social•107 days ago

So messenger is a no go. Since I did get some inquires about it (all from solar people…none of the non solar people asked of course), I did take a Quick Look. Some observations: 1) what kind of study is this? It’s not a VOs, it’s not a C/B study, it’s not a cost of service…it’s a a cobbled set of #s

bsmithwood.bsky.social•107 days ago

The author says he is correcting the Rate Impact Measure test but this is not a RIM test.

bsmithwood.bsky.social•107 days ago

I am not going to get into the avoided cost (benefits) analysis cause he just ignores how California parties and the commission calculate these things.

bsmithwood.bsky.social•107 days ago

Some things I can support conceptually:
1) you can’t treat self consumption
As a cost shift a priori. If you want to debate whether people pay a fair share that is a cost of service study.
2) the fact that care customers get paid less and their nem reduces care subsidy is a reasonable point
…

bsmithwood.bsky.social•107 days ago

3) I am sympathetic to doing a look back that uses historical grid conditions and avoided costs. Early NEM solar was just what the doctor ordered. Incremental solar-only is pretty low value now.

xiaowang1984.bsky.social•110 days ago

Also @severinborenstein.bsky.social, @gspeng.bsky.social

surfswamy.bsky.social•79 days ago

This diagnosis seems spot on.

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