We've always said energy storage isn't just about batteries, but if costs reduce at the rate solar has demonstrated that perhaps could largely be the outcome.  The more energy generation is decentralised the less the opportunity and cost benefit for the likes of pumped hydro or compressed air.  With technologies and costs constantly changing/improving, and variations in the stability of governments and policies in some regions it must be a pretty tough call for investors as to where and when to invest, yet investor certainty is critical to the level of renewable and storage assets we need to deploy!