Once again we see how business model innovation is as important as technical innovation to really deliver true market disruption.  I haven't seen the full details of the offering, but it looks pretty similar to an offering Siemens Financial Services have been offering for a while on renewable and energy efficiency projects in the UK. They have been funding  capex projects where the monthly savings or income (from FIT or RHI for example), have covered the cost of the finance. So projects are zero upfront capex, and cash positive from day one. That said, it was amazing how the C&I market was slow to see the 'no brainer' aspect of that offering. Hopefully they'll get it more quickly for energy storage.