Every significant change in energy market design moves value from one part of the chain to another. Network charging, settlement, flexibility markets and the shift toward distributed generation all redistribute margin rather than remove it.
The commercial question is not whether change is coming. It is where the money will sit afterwards, and whether your business is positioned to hold any of it.
That analysis is unglamorous and highly specific. It also tends to be the difference between a proposition that survives a business case review and one that doesn't.
A perspective from 818 — a topic we work on rather than a published paper.