This was T. Boone's mistake: overestimating the portability of electricity.
So, if solar has a cost per KWH the same as coal, it will hugely expand, but it won't put coal out of business unless it becomes even cheaper (or coal becomes more expensive).
Can someone in the Eastern hemisphere confirm this? ;-)
http://www.eia.doe.gov/emeu/states/hf.jsp?incfile=sep_sum/pl...
Florida, Texas, and California seem to be the leaders of the energy-use pack by a large margin (making up ~25% of the nation's energy consumption).
In my mind those three are the sunniest of states, leading me to the very unscientific conclusion that most energy IS consumed in dry/sunny places.
http://en.wikipedia.org/wiki/List_of_U.S._states_by_populati...