According to this article, the superior response time and power of ultracapacitors means they stabilise Microgrid S better than batteries. This suggests to me that millisecond differences in response time could be critical for stabilisation purposes. Which the ZBM loses to lithium on.
https://microgridknowledge.com/ultracapacitors-uc-san-diegos-microgrid/
For arbitrage, the RTE is critical. If you buy 1kWh at $x and sell at $2x, your profit is $(2x.RTE - x), or $x(2RTE-1). So an RTE of 0.8 gives a 60% profit, and an RTE of 0.9 gives an 80% profit. So ZBM has to be much cheaper than lithium for a winnable business case, particularly if prices stabilise.
all in, I see a lot of headwinds for RFX to justify a MW grid installation. They need to get the price down.
MW batteries, page-64
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