A key insight here is to avoid solar as it competes with price-insensitive household rooftops.
The widest margin gains in the market are between intermittent nighttime generation and the morning and evening peaks. For example:
The Lake Bonney battery will collect the low value SA nighttime wind generation that is often just spilled and offer it into the peaks. The margin gains are very large. This battery will pay for itself with remarkable speed.
A SYD-CAN battery would do the same, with the added wrinkle of being able to threaten to use Smithfield at anytime while holding the option of fulfilling demand from batteries.
IFN's operations room becomes a black box operation, also offering Smithfield physical 'firming' that will eat the lunch of synthetic financial instruments up to its capacity.
It is unlikely the coal generators will add batteries as their short future lives make them stranded assets to be run for cash with minimal capex and a battery not attached to a power source is a low value creature.
Ash
IFN Price at posting:
50.0¢ Sentiment: Buy Disclosure: Held
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