1. the natural gas backup system already exists; it is our current infrastructure 2. batteries are already here. The US built 3.1 GW of grid-scale batteries in

1. the natural gas backup system already exists; it is our current infrastructure 2. batteries are already here. The US built 3.1 GW of grid-scale batteries in 2021, and utilities have filed with the EIA that they are building 10 GW of batteries in 2022-2023. https://www.eia.gov/todayinenergy/detail.php?id=51518 https://www.eia.gov/todayinenergy/detail.php?id=51518 3. the market for grid-scale batteries scarcely existed before the explosive build-out of solar in the past 3 years. Before recently, the only economic use of grid-scale energy storage was to store excess electricity produced overnight by nuclear power plants at places like the Bath County Pumped Hydro plant, or the "store nuclear-produced energy and release it during commercial breaks of EastEnders" pumped hydro plants in the UK. This means that there is suddenly a huge market incentive to develop new energy storage tech, and the market incentive simply didn't exist 10 years ago. I expect that to produce dividends.