I've commented before on this, but I don't think it ever becomes financially viable.
Assuming all the physics are completely solved tomorrow;
Private capital can easily get better returns, not to mention sooner returns, doing pretty much anything else.
Public capital requires a very long-term govt spend spanning multiple governments. China could do it, but hard to see a western govt doing it. Plus it would add a decade to the schedule and costs would spiral upwards.
All of which is a huge bet against improvements in grid-level storage.
Assuming all the physics are completely solved tomorrow;
Private capital can easily get better returns, not to mention sooner returns, doing pretty much anything else.
Public capital requires a very long-term govt spend spanning multiple governments. China could do it, but hard to see a western govt doing it. Plus it would add a decade to the schedule and costs would spiral upwards.
All of which is a huge bet against improvements in grid-level storage.