What you call grid defection might very well happen in currently developing countries though, just as they never adopted telephone lines or stable postal servic

What you call grid defection might very well happen in currently developing countries though, just as they never adopted telephone lines or stable postal services. In most developing countries the grid is the problem, not the production. They often lose more than 50% of the electricity before it gets O the point of use. They also need to make large scale coordinated upfront investments, which i difficult with weak governments. In a way, solar + cheap storage could become an economic and social democratisation force.