First, you're correct about battery export. Because the Tesla Gateway monitors both house usage and solar production, it does a "trick" to stay within the regs, while still allowing both h2ofun and goldengate statements true. Basically, during peak pricing, the battery will discharge at a rate equal to the house's internal usage rate; while the solar continues to produce energy and "export" to the grid. Allowing all solar generation to go towards the highest payout from the utility. The battery never exports to the grid, it simply provides for all the home's electrical needs.