Solar installers invest heavily in training and equipment for specific products. Supplier exits, like Tesla's, can leave them stranded with sunk costs.
Offer insurance that compensates installers if a supplier exits the market. Policies could cover retraining costs, unsold inventory, and lost contracts.
Solar installers would pay premiums for financial security. Insurance companies could partner with suppliers to assess risk.
Start with a simple policy covering Tesla-related losses, then expand to other suppliers.
The risk is low adoption if installers don't see supplier exits as a pressing threat.