Zortix matched this thesis to Lithium & batteries ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Solar-plus-storage crushes gas peaker margins
The guest argued that the proliferation of solar plus residential battery storage is fundamentally undermining the pricing power of gas-fired peaker plants in markets like Australia.
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- Solar-plus-storage crushes gas peaker margins · THIS IDEA
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