BNEF Brief: Pricing Power in the Electricity Market

The video discusses SunPower's significant market share in California's solar panel industry, highlighting partnerships with top home builders. It explores new consumer and utility models, emphasizing the shift towards innovative electricity pricing strategies. The discussion includes the impact of new technology startups disrupting traditional energy markets and the potential for future acquisitions and strategic investments in solar storage and energy management.

What challenges do new entrants in the energy market face compared to incumbents?

What potential future actions might incumbents take in response to new energy models?