I thought that was what you meant. I agree that solar is the only developed technology that could substantially reduce grid costs. In some sense CR could be a victim of its own success. I think for a contract written today, there is not much of a worry. Solar has to come down further in price and be much more widely deployed to see a big effect on rates and since monetary policy attempts to keep a couple of percentage points of inflation, in 25 years, even reduced real grid costs may not be lower in inflated dolars than a rate offered today. And, one would expect to see the largest effects where grid rates are currently the highest and systems are paid off the soonest, i.e. where natural gas is being displaced. A system that is payed off sooner has basically fulfilled its mission and moving it to the after market is just gravy since the cost of removal is included in the contract in the case of early termination. As to new technology, if it works in a distributed generation model, CR plans to offer it so this also covers risk. I don't think we'll be seeing any widely deployed new central generation technology in the next 20 years that is much cheaper than distributed solar will be just because there is nothing on the horizon now and a break through tomorrow would still require a long development timescale in a central generation model.

The biggest risk I see is that net metering goes away. If that happens before low cost storage is available there could be a problem. But, if in 15 years net metering is ended without paying attention to customer's stranded costs (bait-and-switch governmental practices), and grid rates are also higher than at present, it may be possible to offer a storage solution at a price that still saves customers money relative to the grid. Customers will certainly be ticked off enough in that situation to consider disconnecting from the grid I think.

There are risks in any business but one of the things that CR seems to be doing is managing that risk and at the same time reducing risk for customers. It is not the same as ownership, but it does have some advantages.