Look at the stock prices of the companies installing owning and operating solar and wind farms. They are dogshit.

I think the boom is to capture the transmission system capacity near the best wind/solar sites, try and stay in business for the duration of the 20 year energy purchase agreement signed with local utility, and then mergers and aquisitions so that the larger entity can exert leverage upon renewal.

Power outages have a massive cost on society so the value of the marginal unit of electricity is very high.