@miimura I have been using balanced for two months. After updating to 1.37.1, for the first time, this morning I discovered the Powerwalls discharging through the night. With 1.37.1 the TBC behaves self-powered in off-peak and shoulders periods, and aggressive cost-savings during peak hours. I think TBC Balanced is best for NEM 2.0 who are paying Non-Bypassable Charges (NBCs). I will give it some time to fully characterize this behavior before switching to TBC Cost Savings.
On a separate thought, to avoid NBCs when charging an EV, it may be smart for the Powerwall system to monitor the EV charging circuit. This will provide the option to avoid NBCs by being self-powered for EV charging.