Comment by Aeroi

pretty sure nodal energy market trading, duck curve arbitrage is the whole profit play for the tesla power wall/autobidder and the Base Power startup coming out of ERCOT. There is definitely a land rush from energy firms and GIS guys to front run land purchasing near solar buildouts and to build as much grid scale battery storage as possible. The percent swings can be huge. Also a huge rush for this in the Northeast now that the offshore wind contracts have been cancelled.