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THE ECONOMICS OF LOAD DEFECTION
This executive summary by the Rocky Mountain Institute (RMI) and HOMER Energy analyzes the economic transition of residential and commercial customers from grid-only electricity to grid-connected solar-plus-battery systems. The report argues that while total grid defection is possible, the more likely scenario is a gradual shift where customers use the grid as a backup, potentially leading to significant revenue loss for utilities and stranded assets for central generation owners unless new regulatory and pricing models are adopted.
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Document type: Executive summary
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