[flgb]

This isn't about grid or no grid. We will have a grid for the foreseeable future.

This is a question about how distributed energy generation with battery storage shifts more and more loads to the edges of the grid, and onto private networks.

And then, relating to back to the question of whether nuclear is compatible with renewable energy, the question becomes how does this trend affect what technologies make the most sense?

Big expensive nuclear makes a lot of sense in an environment where all the loads are on are centrally managed and planned grid with either guaranteed rates of return, or steady wholesale electricity prices, but this is not what the future looks like.

[snowwrestler]

My point is that all electricity markets, at least in the U.S., will be highly regulated and centrally planned for the foreseeable future, because customers absolutely expect the grid to meet 100% of their needs no matter what happens.

More generation might move to the edges, but that is simply a factor that will be taken into account by the regulation and central planning.

There has to be central generating to meet demand that local generating fails to meet; but the choice of fuel source doesn't have any implications for "free market" concerns. Electricity is not a free market. For example, net metering is only an option for home solar because a federal law says it must be. In a free market, the central electricity utility could simply decline to purchase from edge generators. Or decline to connect home solar people to the grid at all.