[apendleton]

I'm super curious about how the storage market will develop. Renewables as a whole have been competing on the open market with other sources of energy for a long while now, and competitive pressures have been driving innovation and bringing down price there for a bit, but renewables + storage are still (relatively) new as a significant market player, and my (admittedly naive) impression is that while renewable energy providers are starting to bid on projects and incorporating storage, there's room for a serious second-order market of different storage technologies competing for renewable providers' business that's only just getting off the ground.

Seems like there's still a lot of room for innovation there. Certainly there are startups exploring variations in this space (lithium ion, but also flow batteries, pumped hydro, compressed air, flywheels, etc., etc.), but I don't think any of them have realized the economies of scale necessary to be competitive yet. No reason they can't though.