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![WinderKit Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1108326318792495106.png) Kit Winder, CFA [@WinderKit](/creator/twitter/WinderKit) on x XXX followers
Created: 2025-07-23 17:08:37 UTC

$ENPH CEO on the earnings call:

“Third, the industry must drive down customer acquisition and selling costs to remain competitive in a maturing market. We believe these structural shifts, coupled with the escalating utility rates and increasing grid instability create a tailwind for sustained demand in the residential solar plus storage.“

When OPEC tried to break the US shale industry in 2014 it didn’t work, it made it stronger. Could we see the same with solar, wind, and batteries in the US? 

#CleanTech #Investing


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[Post Link](https://x.com/WinderKit/status/1948067739244871691)