But one of the key observations from this article is that we won't be power constrained, we will be constrained by consistent power, since power at night costs

But one of the key observations from this article is that we won't be power constrained, we will be constrained by consistent power, since power at night costs far, far, more than power during the day. If we can ship some extra solar panels up and refine aluminum during the day, to reduce the cost of power at night, it seems likely to be entirely worth it.