Infra/Energy: Long-Term Value of Standalone Battery?
Infra/Energy peeps. What is y'alls thoughts long-term value of standalone lithium-based battery as an asset class (1-4hr)? Do these capture enough value based on price signals to be profitable in the long-run? Does the onslaught of batteries being placed in service cannibalize the market opportunity more quickly than revenue forecasters are showing? Is it better to be long electrons (gen) or do exclusively grid services / arb (bess)? Riffing on any of these or related topics.
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