As usual, 
Avedon has some great links.  I missed this goodie:
Just the other day, Duke Energy CEO Jim Rogers 
said, 'If the cost of solar panels keeps coming down, installation costs
 come down and if they combine solar with battery technology and a power
 management system, then we have someone just using [the grid] for 
backup.' What happens if a whole bunch of customers start generating 
their own power and using the grid merely as backup? The EEI report 
warns of 'irreparable damages to revenues and growth prospects' of 
utilities.