Yes and we've seen nothing yet on that front. It's impressive that at the current cost levels, batteries are already making a huge impact. But those cost levels

Yes and we've seen nothing yet on that front. It's impressive that at the current cost levels, batteries are already making a huge impact. But those cost levels are still high and there are much lower cost batteries on the way. Bigger, better, cheaper, etc. That's going to be the story with batteries for the foreseeable future. Using the same batteries as in automotive applications, as is common in the storage market right now, doesn't make any long term sense. Those are optimized for things that simply don't matter in grid storage. Like size and weight. Energy density doesn't matter for grid storage. Cost per kwh is what matters. Decimating that cost is going to drive adoption further. And who says it will stop there? Using cheaper chemistries (e.g. sodium ion, metal oxide, redux, etc.) is going to open up much more of the market. And while battery and renewables cost continues to come down; we're pretty much at the end of the road for gas plants. They've peaked technologically and they are about as efficient as they'll ever be. Worse, they might get more expensive to operate as they come under pressure to implement carbon capture. Also carbon taxes might increase the price of fuel for these plants. And of course the fluctuations in gas prices means operating gas plants becomes more risky. There are already a lot of gas plants designed for 24x7 operation just sitting there and idling until the rare moment the operators can justify the cost of firing them up. Utilization rates for these plants are dropping. That's going to have an impact on related investments and the return on those. Anyone banking on 24x7 running operations is going to be in for a nasty surprise. The article mentions a Californian plant from 2008 that has already been decommissioned. That's a great example of this. This is going to repeat across the market. Most gas plants operating today will be decommissioned long before their scheduled end of life and they won't be generating as much of a return on investment as was hoped for at the moment of their opening because of poor utilization and a shortened life span. That's going to significantly affect the interest of investors in building new gas plants. That probably already is a huge factor.