[Fuzz]

"they still expect to see a good return on their investment."

I assume they expect grid stability due to renewables to be an issue in the future, and can make lots of money dealing with it. I also assume for them to make good money, we will all end up paying for it on our end.

I still don't see how this helps when renewables are down for significant periods of time. We will still require reliable generation capacity to deal with that, so between natural gas, wind/solar and batteries, you are tripling the capacity built in megawatts. This will in no way be cheaper for consumers. Just because the business case makes sense, doesn't mean it is good for us.