Long story short: NRG wanted to build a natural gas peaker plant, California Energy Commission said "can you do this cost-effectively with storage?", NRG said no, then people realized the "no" was based on 4-year-old battery figures. With updated figures (storage follows a manufacturing curve where the more we build the cheaper it becomes, so prices are dropping every year just as they've done with solar), turns out that yes, storage is a potentially cost-competitive alternative to nat gas peakers.
The application to build the plant is on hold to let the battery folks submit a few bids, I believe, but the econmic trends are clear: you can do peaker plants with storage now (or at least very soon).
It's just a matter of safety margins and probability. Traditional powerplants break too, and with enough cars the probability that enough of them wouldn't be available at once is smaller than the probability that enough powerplants break at once.
https://energy.gov/oe/services/technology-development/transm...