Is this just a gut feeling you have?<p>The power supply curve from solar is going to correlate highly with the air-conditioning load that&#x27;ll drive the peaks in Nevada. Peak shaving is a big business because the energy at the peak is (by far) the costliest to generate. Just a customer supplying their own household power from solar power will be saving the utility money at peaks, sharing the excess with nearby customers even more so.<p>You are of course correct that they wouldn&#x27;t get this deal if they where unregulated. The way you say it might fool people into thinking that minus regulation a utility would be a great example of free market competition, rather than a Monopoly (or a Monopsony in this particular case). So I&#x27;m confused why you bring it up? That&#x27;s like talking about a business deal and saying if this was a Mad Max style post-apocalytic wasteland then you wouldn&#x27;t offer as much. Of course not, you&#x27;d just take it from them at the point of a gun. What does this say about its actually value though?