Re: The real elephant in the room
" It's hard to see where batteries with only a few hundred cycle lifetimes will make sense in the US home market."
Or in any mature electricity market. You'll know the arguments, not sure many of the battery fanbois do: Ignoring out-of-balance charges and annual peaks, peak to off peak arbitrage isn't great enough to deliver returns. Aim for seasonal peaks and you get poor asset utilisation, aim for daily peaks and the price difference isn't there (and you've trashed your asset in two or three years of heavy cycling).
Where it might make financial sense is in niche markets where incompetent regulators have gifted fat feed in tariffs to (say) solar PV, and there's no local demand, or where the incompetence extends to subsidising both crappo renewables and storage. It'll push up system costs for electricity (or require subsidy from taxation), but that's rarely a problem when regulators and politicians are pretending to save the planet.