When customers can go 100% off-grid using rooftop solar and in-home storage, it bypasses and obviates the utility's monopoly on bulk generation and transport.

When customers can go 100% off-grid using rooftop solar and in-home storage, it bypasses and obviates the utility's monopoly on bulk generation and transport. This actually causes a lot of issues, since the long-term fixed costs for the utility get spread across fewer paying customers. You're starting to see this problem in locales with heavy solar penetration (eg. Hawaii).