A good article here from Stephen Prince at Younicos, the guys with the best strap line in the business (let the fossils rest in peace). It has long puzzled me why the utility and residential storage markets are more active than C&I. The C&I market seemed to be to have the biggest opportunities to benefit from energy storage and its multitude of uses. I guess we're really just entering the point where cost will fall low enough, and demand charges start to hurt enough to drive the market. And what's not to love in the phrase 'Utility terror dome'! Well worth following the links.
For the commercial and industrial (C&I) segment, the disruption faced by the traditional energy world is a threat, but, above all, an enormous opportunity. It’s a threat because in the short term, as established market participants tumble, policy makers struggle to update the rules to maximise the value of new technologies – resulting in undesirable “hiccups” as the system adjusts to the disruption brought about by almost marginal cost-free technologies. Such hiccups result can be higher demand charges and/or unnecessarily high energy prices. In addition, grids may become less reliable due to the intermittency of an ever-increasing amount of renewables, and also because of less predictable demand brought about by developments ranging from the trend towards ever more consumer electronics to electric mobility.