At the utility scale, it may actually be even more disruptive. Tesla appears to be selling the utility scale models at < $250 / kwh. Multiple utility studies suggest that such a price should replace natural gas peakers and drive gigantic grid-level deployments.

Source: Tesla Battery Economics: On the Path to Disruption | Ramez Naam

Tentative Conclusion: The battery is right on the verge of being cost effective to buy across most of the US for day/night arbitrage. And it’s even more valuable if outages come at a high economic cost.