Terrific comment, as usual. This is the key insight everyone. It's not about where the puck is today (of course this project is small and expensive relative to

Terrific comment, as usual. This is the key insight everyone. It's not about where the puck is today (of course this project is small and expensive relative to mature tech), it's about where the puck could be in 5-50 years. If battery costs continue to fall with economies of scale, and they become the least-cost solution, they would be bring characteristics that today's least-cost solutions lack. Batteries are modular, dense, and can be deployed extremely quickly. You don't need a years-long permitting and construction process to deploy them. If they continue following the cost curve they're on, they may change how grid planning is done, and even change the grid's very topology. In the Christensen sense, batteries may be truly disruptive - a new technology that is initially inappropriate but brings with it undervalued characteristics (like deployment speed/modularity) that eventually can change how business is done.