Feb. 10 at 12:00 PM
$CSIQ ⚡ Megatrend Bull Case: Utilities Are Forcing the Decision
Electricity is no longer a stable cost — it’s a strategic risk.
• US retail power prices +35% since 2013
• CA / TX / AZ rates +70–100% over a decade
• Peak pricing + demand charges hitting C&I users
• Grid stress from heat + AI data centers is structural
Utilities can’t add gas, nuclear, or transmission fast enough.
The only capacity that clears quickly is solar + storage.
🏠 Residential economics flipped
• Installed solar: ~
$2.5–3.0/W
• After 30% ITC: ~
$12–17k typical system
• High-rate states save
$2–3.5k/yr
→ 4–7 yr payback, 25+ yr asset, ~20% IRR
🏭 Commercial is even stronger
• Peak utility power:
$0.30–0.40/kWh
• Behind-the-meter solar:
$0.05–0.08/kWh
• Batteries cut demand charges + peak exposure
Why Canadian Solar fits:
• Scale across modules, cells, and BESS
• Exposed to utility scramble + behind-the-meter demand
• Storage turns solar into a grid solution
Solar adoption is now economics-driven — and one-way.
$FSLR $ENVX $TSLA