I would like my lunch and eat it too:
- I agree grid solar is far cheaper, and it should be aggressively pursued.
- but home solar is weirdly expensive, almost regulatory capture-ish. There's no way utilities should be getting panels that cheap but the rooftop stuff is so expensive.
IMO rooftop solar is simply another path to reduced carbon that should be equally emphasized: you should get solar power anywhere and everywhere it can be placed. The economics will sort them out as solar panels go through the next cost improvement and technology waves (perovskite+silicon, bigger factories, etc).
Rooftop/home solar reduces the grid infrastructure impact of EVs. It aligns with air conditioning / heating peaks on hot days to alleviate brownouts. If you have a disaster that brings down grid power for days, it provides a usable power base for people to survive. If you have home solar + an EV, your household can survive gasoline supply outages in addition to grid power outages.
But I'm a quote-Lazard-LCOE all over the place (btw 150$/kwhr is the low end of nuclear power costs), so obviously home solar needs to be improved. I simply don't see how grid can be one-sixth the cost of home solar. The panels are basically the same. The inverter may be a bit more expensive. I don't think that even includes storage.
Something stinks.