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Australia is installing solar and batteries for about $2 a watt. In the U.S., it’s closer to $5.50. So why do we still have this huge gap? Barry Cinnamon went to Australia to find out. What he discovered challenges one of the industry’s favorite explanations. Even if you remove permitting delays and other “soft costs,” the U.S. still doesn’t come close. Today’s Tactical Tuesday breaks down the real drivers behind [residential] solar pricing, from federal manufacturing policy and tariffs to financing structures and regulatory friction. Then we take it a step further, exploring a new hypothesis Barry has been modeling: using data center demand to help fund rooftop solar and storage. Expect to learn: |