Do you have any gut feeling as to whether there's more room for new entrants to still be profitable, and if so, what penetration might be economic? Given the level of transmission between CAISO and the rest of WECC, how relevant is the CAISO penetration vs. the WECC penetration?
Do you have any gut feeling as to whether there's more room for new entrants to still be profitable, and if so, what penetration might be economic? Given the level of transmission between CAISO and the rest of WECC, how relevant is the CAISO penetration vs. the WECC penetration?