I'd be very surprised if these bids came with more than 4 hours of storage. That's enough to prevent a California-style "duck curve" and to serve the early evening peak demand. It's also enough storage to severely dent the economics of new fossil peaker plants -- perhaps even those of already-built peakers.
These solar + storage proposals are not 1:1 complete replacements for traditional dispatchable power. But with 4 hours of storage a solar plant can run for hours after sunset, serving the highest-demand period of the day (which is also the most lucrative period in deregulated electricity markets). Just a few hours of storage significantly increases the upper limit to solar generation's share on a grid without excessive curtailment.
EDIT: you probably know this. I'm just using your comment as a jumping-off point to elaborate.
These solar + storage proposals are not 1:1 complete replacements for traditional dispatchable power. But with 4 hours of storage a solar plant can run for hours after sunset, serving the highest-demand period of the day (which is also the most lucrative period in deregulated electricity markets). Just a few hours of storage significantly increases the upper limit to solar generation's share on a grid without excessive curtailment.
EDIT: you probably know this. I'm just using your comment as a jumping-off point to elaborate.