http://www.pv-tech.org/guest_blog/100gw_of_demand_and_the_coming_...

http://www.pv-tech.org/guest_blog/100gw_of_demand_and_the_coming_inflection_point_in_the_us_solar_market

A bit of an oldie but shows how the electricity demand curve affects take up of new (read more expensive) power sources.

If CBD can survive until the carbon tax is securely established and running then there might be a huge market. If CBD survives, if the carbon tax survives, if PV keeps getting cheaper. And if the current merger/acquisition/takeover/bankruptcy shakeout leaves CBD and its owners intact.