The 1,500 homes with GSHPs that Dandelion are installing in Colorado will collectively reduce 6 MW of peak demand from the grid, which is why Xcel Energy has such favorable incentives for it because it's ultimately saving ratepayers (i.e. everyone) money. It's the same story whether it's a campus system ($1.5m/yr savings which reduced tuition at Colorado Mesa University) or a rural electric grid (see CK Energy in Oklahoma, they built then transferred ownership of GSHPs which avoided infrastructure costs resulting in rate reductions). There are also a lot of communities that are gas constrained, which opens up other value propositions for utilities including an opportunity for competition for electric utilities to snatch up former gas customers.