TLDR: dirty fuel is being displaced by clean electricity for 500M+ Africans beyond the grid via combination of cheap solar panels + batteries, microfinancing, electronic payments, and a carbon-credit kicker. Two main players captured most consumers and farmers via hard-to-reproduce integration. TAM should increase 3X with China's continued oversupply and govt-backed financing. Case studies available for key points.

Inspiring. My only critique would be that the excited tone (and exclusivity) ends up detracting from the achievement and opportunity.