About midway through a New York Times business section article about how a company called Sunrun (RUN) is challenging Tesla in the market for residential rooftop solar installation comes the news that, "Under a policy approved in May, all new-home construction in California must include solar power by Jan. 1, 2020. And Gov. Jerry Brown recently signed a bill that allocates $800 million to a program providing rebates for home energy-storage systems. Florida also has new policies supporting residential solar power."
This is an example of two things. First, "the left discovers federalism." Just because President Trump wants to end the war on coal and isn't exactly leading the charge against climate change doesn't mean that states can't take their own actions on the energy front. Second, one can make a lot of money in the private sector by positioning oneself to take advantage of mandates and subsidies. A Sunrun director who was memorably profiled in the New Yorker by Jeff Goldberg is Leslie Dach, who also served in the Clinton and Obama administrations.