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How does the change in government regulations affect the LED bulb market?

The increased cost of electricity means LED bulbs provide a greater value to residential consumers vs. incandescents

The increased cost of electricity means LED bulbs provide a greater value to business consumers vs. incandescents

The increased cost of electricity means the manufacturer’s margins on LEDs for residential consumers can be improved

The increased cost of electricity means LED bulbs for residential consumers should have reduced prices.

By increasing the cost of electricity to residences, the efficiency of the LED bulbs becomes of greater value, to residential consumers (much like a hybrid car during high gas prices) while the value remains the same to businesses (since their electricity rates are unchanged)