You've shown them, it's a much bigger impact than here. I think you original nem stuff was way way out of wack, our was too.
This is why I said " for the US" because I know from you the Canadian numbers are different.
Yes, what we had wasn't called "NEM" it was "FIT" (and MicroFIT) but similar impact, paying people $0.60-$0.80/kWh to force solar adoption.
You need total supply cost to figure it out accurately. We have that information for Ontario, as well as individual source supply cost averages, so it's easy to calculate the impact. It's more difficult where that data isn't obtainable or only obtainable in part.
If we assume that the average rate for solar in Cali is $0.45/kWh just for the sake of this exercise, solar generated 41.3TWh and was the 2nd largest source behind gas in 2023.
Total generation was 207TWh, so solar was 20% of supply and at the above rate, at a cost of $18.6 billion
If we assume the cost of gas was $0.04/kWh (which is about what it is here plus the price to be on standby) which is about market rate, then gas at 87.2TWh was 42% of supply at a cost of $3.5 billion.
Diablo Canyon should also be around $0.04/kWh, so nuclear at 17.8TWh and 8.6% of supply was $712 million.
If we just fudge the remaining 60.7TWh at $0.15/kWh we end up with $9.1 billion.
That's a total supply cost of $31.9 billion, or an average cost of $154/MWh; $0.154/kWh. If the 41.3TWh was generated by gas at the margin, total supply cost would be $14.96 billion, an average cost of $72/MWh; $0.072/kWh.
That's rather massive.
Of course we have to look at foregone generation as well; generation avoided by self production under NEM which would also be by marginal rate gas most likely, increasing the overall supply volume at a lower cost, which would make the results even more dramatic.
The other factor is commercial and industrial users which get a preferential (lower) rate than Joe Average consumer, which further drives up the supply cost for retail customers.