I would submit it has more to do with IOU electric utilities that are allowed assured returns and the ability to file and often get electricity rate increases due to “lost revenues” or “stranded assets”. This has been “baked in” as part of the electric utility industry and has less to do with who’s in the White House. Even then Trump can go on an Executive Order signing spree and it will run into Jurisprudence sooner or later. This process may end up ‘gagging the EO’ until Trump is out of office, as this document quietly fades away. It is best NOT to jump on the conjecture train and at least wait for the first 100 days of Trump’s administration, before prognostications are tossed about. This time around it fleshes out as April 29, 2025.

As such in some enclaves like California with (average) bundled retail energy costs from $0.20/kWh up to $0.32/kWh and a peak rate of $0.53/kWh during TOU rate spiking periods usually from 4 PM to 9 PM each day. A smart BESS such as the GENERAC PWRCell or Sonnen series of ESS units could be more effective than solar PV and BESS up front, (if) one can, go with solar PV AND smart BESS as the system installation up front. In California that may look like BESS operations of using off peak energy from midnight to 6:00 AM to charge the BESS battery then use this energy from 4 PM to 9 PM each day to ride through the TOU rate period.