Perspective: Energy Market Dynamics
Word Count: 650
**California ISO Case Study (2023-2024)** | Scenario | LCOS ($/MWh) | Revenue Stack ($/kW-yr) |
|------------------------|--------------|--------------------------|
| Pure Energy Arbitrage | 182 | 63 |
| Frequency Regulation | 121 | 148 |
| Capacity Firming | 98 | 210 |
**Price Cannibalization Effect** - 1 GW new solar → reduces peak price spreads by 23%
- 100 MW battery → diminishes adjacent systems' ROI by 17% (NREL 2024 model)
**Emerging Revenue Models** - _Virtual Transmission_:
- Tesla's 300 MW "Grid Booster" in Australia earns $1.2M/yr replacing line upgrades
- _As-a-Service Contracts_:
- Fluence's 15-year inflation-linked PPAs for 2 GW UK projects
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