A lot of the charging will happen at homes at night, so until energy storage doesn’t add 200% to the cost to take a solar install to solar + storage, the utilities are still going to be the power providers.

There are also going to be (hopefully) some low cost utility scale storage options that, along with the 50% cost advantage of utility solar over rooftop, could be combined with the existing distribution infrastructure to provide low-cost and low-carbon energy for transportation.