Tony Seba has an interesting perspective on "Clean Disruption of Energy & Transportation", with one of the main takeaways being as options like solar become more viable, their takeoff could be exponential rather than moving up gradually in a straight line.

https://tonyseba.com/portfolio-item/clean-disruption-of-ener...

Also, more immediately interesting is how first world reliance on the grid could be changing. "Distributed Energy Poised for 'Explosive Growth' on the US Grid"

https://www.greentechmedia.com/articles/read/distributed-ene...

In third world countries, there could be a complete bypassing of the traditional grid; e.g., consider Zola Electric.

http://zolaelectric.com/blog/zola-electric-announces-infinit...