Okay, well, that’s clever for now. The real arbitrage base is pulling is getting in while there’s capital to be raised for it and money to be extracted from the market, before competitors emerge and the incumbents respond and everyone realizes the play all along was to build an enormous battery plant without the expenses of land and compliance and negotiating with producers and carriers. They’re in the buying low phase now.

They’ll sell high when PE buys the company and pulls a Broadcom on all the existing customers, who will abandon the equipment after ten years go back to installing Tri-fuel generators while Centerpoint deals B2B with serious battery plant operators instead of B2C with annoying consumers

Customers running batteries they don’t own to store energy they can’t use for a company that won’t share profits is not the future.

Vermont’s project might be more viable, they’re a little better able to see beyond a spreadsheet up there. California will regulate it into unsustainable price territory. In the meantime finbros in Texas will make a killing having Claude build badass dashboards to show how much they make off bored suburbanites stuck on a grid built and operated as cheaply as possible to take as much money as they can before the useless state government is run out on a rail or finally eats the last bite of its own ass

Since you ask