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> the vast majority of solar generation is consumed on site

I don't believe this is true for a vast swath of residential solar. In spite of HN's love of remote work, a lot of homes are mostly or completely empty during the day, with energy use ramping up in the evenings as people return home.

This results in homes 'selling' electricity to the grid during the day, and buying it back in the evening and overnight.



That's true in many (but by no means all) cases now, but it's a short term problem. Home batteries with capacity for a day or more's usage are on track to hit affordability in the next 5 years, which will remove this problem.

There is also a lot of scope for demand shifting. For example, timing washer and dryer runs during the day when people are out. Or running AC during the day (even if nobody is home!) so that it doesn't have to work so hard in the evening.




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