The effects of ending NEM is well documented (Hawaii, Nevada) ... huge drop in new rooftop installs. Without NEM, storage demand will likely increase for the reduced new installs but not as much as many pundits have predicted. Hawaii dropped NEM more than 6 years ago and storage is still only found in ~10% of solar homes. Ultimately, cost has to fall significantly without NEM. For years, rooftop solar cost was predicted to decrease to $1/W installed. It's nowhere near that. In fact, cost for rooftop solar and storage have increased recently.