Personal musings. Econ & Energy mostly. Fmr. Real Assets, Infra and Energy PE.
Aug 15, 2022 • 13 tweets • 4 min read
Whilst everyone is focused on the distributional fairness of the #SL CEB price hikes - there is a huge (and growing) problem (for the CEB - Rooftop Solar (RTS):
The capital cost of RTS in SL has fallen from $10/Watt in 2011, to $5/W in 2015, $2/W in 2019 (actual obtained quotes).
India currently installs RTS at $0.65-0.7/W. The panel itself is $.27/W (India or China price) - the balance is mounting racks, inverter, wiring and labour.