On December 15, 2022, the California Public Utilities Commission (CPUC) unanimously voted to eliminate the state’s solar net energy metering (NEM) program and replaced it with a “Net Billing Tariff.” Join us for part two of Senior Research Analyst Philip Shen’s Solar Disruption Theory episode as we dive into what this means for the customer and why solar storage will likely be included in every system.

For everything you need to know about NEM 3.0, visit the Freedom Forever blog!

ROTH makes a market in shares of Canadian Solar Inc., Enphase Energy, Inc., First Solar, Inc., Generac Holdings Inc., JinkoSolar Holdings Co., Ltd, Maxeon Solar Technologies, Ltd., Sunnova Energy International, Inc., Sunrun Inc., SolarEdge Technologies, Inc. and SunPower Corporation and as such, buys and sells from customers on a principal basis.

A Research Analyst and/or a member of the Analyst's household own(s) debt or equity securities of Enphase Energy, Inc. and Sunrun Inc. stock.

Within the last twelve months, ROTH Capital Partners, or an affiliate to ROTH Capital Partners, has received compensation for investment banking services from Sunnova Energy International, Inc..

Within the last twelve months, ROTH Capital Partners, or an affiliate to ROTH Capital Partners, has managed or co-managed a public offering for Sunnova Energy International, Inc..