>there is an obviously untapped market for arbitrage.
But if there was an arbitrage opportunity, wouldn't a company be already on top of it[1]? I'd imagine that a company would have greater economies of scale to operate such a system compared to a home user. My guess is that there aren't many people who have solar panels/wind mills, 100kWh batteries, and aren't connected to the grid, because it's much more cost-effective to use the grid as your battery (that is, sell into it when you're generating power, and buying from it when you're not).
[1] insert joke about a pair of economists finding a $20 bill on the sidewalk
My cousins husband works for a company in Texas that provides massive generators to commercial energy users at cost with the catch they're allowed to run the generators to feed the grid when the cost of energy is higher than the cost to run the generators.
But if there was an arbitrage opportunity, wouldn't a company be already on top of it[1]? I'd imagine that a company would have greater economies of scale to operate such a system compared to a home user. My guess is that there aren't many people who have solar panels/wind mills, 100kWh batteries, and aren't connected to the grid, because it's much more cost-effective to use the grid as your battery (that is, sell into it when you're generating power, and buying from it when you're not).
[1] insert joke about a pair of economists finding a $20 bill on the sidewalk