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Notes -
My impression is that this is small scale (on a grid level) and intended for high variance energy arbitrage. The same business idea exists in Europe and battery parks are being built.
This cannot scale under current conditions due to the financial viability of the idea depends on extreme variance in spot prices. If battery capacity was to expand beyond a few percent of the grid the profitability would drop through the floor. In this way it's similar to wind it self in that it quickly self cannibalises.
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