The biggest unknown right now is how FERC 2222 is going to play out. It essentially allows consumer solar to be aggregated and sold on the wholesale markets. As aggregators come online and prices fluctuate there are going to be even more regulations as federal and state officials find flaws and gaps in how the system works.

I tend to lean toward battery storage as being the piece that will tip the scale. As more efficient and longer lasting batteries come online, grid ops will become a bit easier and some of the DER capacity that would typically be shed could be stored for later needs.