texas;
good posting; thanks for saving me the effort and time! 😉 But there is a change-of-paradigm issue (one of several, actually) Axil and others are responding to here: the sheer numbers of FF modules is overwhelming compared to existing large plant. The utilities and others are used to and comfortable with big. “Proliferation” of small units (though, as I discussed with A. and R. elsewhere, clusters and stacks are quite feasible) will present all kinds of choices and incentives to industrial, civilian, and military users that haven’t been at issue before. So there will certainly be much more distributed generation, often for projects and options that simply never existed previously.
As I said once or twice: once this genie is out of the bottle, there’s no stuffing it back in. By regulation or monopoly muscle or any other way. The dollar slope is just too steep, and expenses will aggressively seek the lower level.