Exactly. This stumbling block is as much about the solar lease/ppa model as net metering, because math about cost of botg grid and solar are assumed 100% unchanged for 20 years.

Rooftop owners that buy their systems outright are still im good shape, with a different payback period. Leases have been pushed bc theyre more lucrative for installers and homeowners have avoided the upfront cost of buying. Leases were a gateway financial model to expand rooftop solar but I think we'll see a shift to system ownership, which will reduce the impact of net metering. And it will be further reduced as storage tech ramps up.