Battery technology to replace gas peaker plants - implications for COE, page-4

The bulk of COE's gas sales are to utilities who use gas to supply industrial and residential consumers as well as for power generation.
Industrial and residential sales will take longer than you think to decline (assuming they actually do decline) as inertia is provided by the appliance base and the energy use eg. brick or cement kilns are highly unlikely to ever run using power as typical industrial power costs three times that of industrial gas on a like for like basis ($30/GJ v $10/GJ). So a base load will remain.
Power gen is easier to switch but I understand that battery backup is still more expensive than open cycle gas. The economics are improving for batteries, politics is behind batteries but secure supply and economics will drive the NEM and utilities.
Perhaps something about "my death has been greatly....?"
imo, dyor