Earlier quoted context omitted.
If solar continues to plummet in cost we may see distributed industry in rural areas, to take advantage of energy that is essentially stranded by transmission cost. Storage becomes even more important in this scenario.
Well, unless all the planned datacentres get built, using more electricity than some small countries.
I think we're going to see a repurposing of remote coal-fired plants with renewable stored heat. The Four Corners plant, perhaps? It's supposed to stop operating in 2031, I believe.