Although the C&I sector will be less impacted as a whole relative to the residential sector, there will be specific C&I solar projects that have lower returns under NEM 3.0. For relevant C&I projects, energy storage can mitigate the impact of Net Energy Metering by storing solar generation that would have otherwise been exported and shifting it to more favorable time periods. This is part of the intent of the CPUC decision: to incent new storage development.   C&I storage systems can deliver value under NEM 3.0 via “solar self-consumption,” while also providing many other value streams, such as demand charge management, demand response participation, SGIP compliance, and GHG reduction. Stem is the most experienced C&I storage provider in California, and our Athena AI-driven energy software is the industry’s leading platform for optimizing across all of these various value streams.