Time for 2026 updates to my annual “opinions about solar” thread, now with storage. If you like these, you might like edition 2 of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website til end of Nov 2026. www.worldscientific.com/worldscibook...

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“Why don’t we raise prices” is something companies only ever say if they are looking at empty warehouses.

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People assume companies are just itching to price gouge and as someone that has worked at a large manufacturer, it is the exact opposite. They are looking for any way to cut prices they can. You only get situations like this in supply crunches or dramatic inflation

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But what better time for collusion than when you can blame your collusion on something else?

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I always thought the most convincing theories of collusion were that companies with large market power could use inflationary shocks as cover for increasing prices more than would be necessary or possible with more competition.

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