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> electricity is not going to get significantly cheaper

The DC push may be the thing that finally gets renewables over the finish line in the US. For example, TX is around 35% renewables right now. If that continues to rise, we may see power fall in price. It’s all about incentives.

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Without a requirement for DC's to add more power to the grid I don't think the price is going down, they're essentially adding to demand and the supply isn't particularly elastic. That being said this is a good opportunity for renewables, they're the cheapest form of power.

And we just saw a pretty strong repudiation of that type of DC buildout. I have a little hope politicians can communicate it’s not DCs that are the issue, but the externalization of all the costs.

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