What they miss entirely is building an international electrical grid that can deal with intermittency of any energy source (even nuclear reactors go down for half years at a time). Why does Chile want to provide power to Asia, rather than the US (or in fact any of the countries along the pacific coastline)? Just as transportation infrastructure (containers, highways, trains etc) liberalised and reduced the cost of international trade, a grid would do the same to energy.
Great international electrical grids is what we really need. Then let the market solve for who, where and what supplies the power (with the right incentives of course)...