Comment by pfdietz

One reason you don't see overproduction is it's hard to get connected to grids. Local self-generation eliminates that roadblock. I think we're going to see increasing energy autarky in rural regions as solar gets cheaper.

Assuming ultra low cost thermal storage becomes a thing, there's going to be a market for small externally heated engines to recover that heat as power. That (+ batteries) will enable complete off-grid operation with PV at small (maybe 100 kW) commercial scale and larger.