Sorry, I should've been more specific, I can explain.
> My local utility is well aware of that, applications for permits to net meter have to be made, and only a fraction (something like 15%) of properties in each area can net meter.
Okay, that changes things. The way it worked here is that anyone in the country could install solar and get grandfathered into net metering (perpetually), and then at a certain point they decided to cut it off completely. So you have people from before with who have net metering, and anyone installing it later doesn't have it.
People would install 10-20kW worth of solar, overproduced massive amounts of energy in the summer and then in coldest part of winter (with heat pump COP dropping below 2), people expected to draw 4-10kW of power for heating and pay close to nothing all year round.
The government decided that this was unsustainable so they changed the distribution rates. In effect anyone who doesn't have solar pays roughly the same as they did before, but anyone who has net metering pays substantially more than they thought they would when they signed up.
Ultimately I think this is fair but many people felt cheated by this change. I'm assuming the same could happen elsewhere so I wanted to warn others who might be looking at net-metering deals that look "too good to be true".