I agree in the long term (50 years) that is true, but in the medium term (15 years) solar + storage might be moving faster than utility companies want. If you built a power plant with a 40 year lifespan in the year 2000, you would not be happy if peak demand is lower than expected in 2025.

I would not expect the utility companies to be allies in this transition period to clean energy. It requires major capital outlays from them, it invalidates previous investments that have not fully depreciated, and in the end they will probably make less money.

This is not to throw a wet blanket on solar and storage, I just think we need to be cognizant of the idea that in all likelihood utility companies are both required to change for this whole thing to work and will be very resistant to that change. There might need to be changes to incentives or regulation to get the utility companies moving in the right direction faster.