If long term storage (like Standard Thermal) comes into play, I could see industrial users decide to just decouple from the grid too (or, use the threat to do so as a means to drive down what they are charged.)
We may see industrial users preposition themselves in locations with ample nearby PV potential. If I were building a factory in the US (or a data center) I would think twice before putting it in a higher population density area.
We may also see local microgrids develop. This would still have distribution costs, but not transmission.
We may see industrial users preposition themselves in locations with ample nearby PV potential. If I were building a factory in the US (or a data center) I would think twice before putting it in a higher population density area.
We may also see local microgrids develop. This would still have distribution costs, but not transmission.