This has stiff competition from standard lithium or sodium batteries combined with giant industrial high temp heat pumps and distributed low temp heat pumps. I

This has stiff competition from standard lithium or sodium batteries combined with giant industrial high temp heat pumps and distributed low temp heat pumps. I can't quite see the niche that's left, and from their talk about possibly generating electricity from the stored heat, it seems they can't either. Maybe as a buffer for continual industrial processes that are above heat pump reachable temps (which means above 200C these days)?