1) if people get script money, which they spend on energy, they effectively get to use the utility as a battery - at a cost for the utility.
2) The utility can't (and honestly, shouldn't) directly shoulder that cost, so they pass it on to other clients.
3) net-metering cap serves as a limit to prevent the utility from being unsustainable, because the rooftop energy business can't survive without it.
What SolarCity effectively wants is to move the cap so that they get more parts of a pie which they are stucturally forced to share with the utility. Effectively, we're witnessing the woes of a growth-hacking model in an environment where the main source of margin and growth is regulatory decision.
2) The utility can't (and honestly, shouldn't) directly shoulder that cost, so they pass it on to other clients.
3) net-metering cap serves as a limit to prevent the utility from being unsustainable, because the rooftop energy business can't survive without it.
What SolarCity effectively wants is to move the cap so that they get more parts of a pie which they are stucturally forced to share with the utility. Effectively, we're witnessing the woes of a growth-hacking model in an environment where the main source of margin and growth is regulatory decision.