Would be nice to see the whole article.
I don't pretend to fully understand the economics but high per kWh pricing is a bit artificial. We have customers getting charged rates that are oversimplified. The free market part of me blames the government regulation. People should pay some semblance of what it costs but they really don't.
At least in my area, the average monthly bill is about $100. $50 of that is for infrastructure costs - not that it is spelled out that way. We pay $12 a month for the hookup despite it being more like $50. Then we pay an artificially high per kWh cost to make up for it. The structure encourages conservation which is great. But it isn't that rational either.
What should happen is that we all pay $50 a month even if we net out at zero. I think most solar customers wouldn't be happy with that - although they do pay that in many areas. Heck I got frustrated when I zeroed out some credits last May. Since I wasn't driving as much, we had about $100 in credits disappear (end of May we zero out - with no compensation). But what I should remember is that I underpay $40 a month - every month.
That is just basic infrastructure and only looking at personal solar as a problem. Yes, it also has a benefit - by reducing peak demand. But at some point, because of inertia and regulation, our peak is getting closer to 5pm in December. That has to be accounted for. I say that because we have zero TOU and increasing EV's. I suspect most people on my street come home and plug in between 5 and 6 pm. Lots of electric ovens too. I am waiting for the lights to dim right about 5:30pm. Tesla has 10% penetration on my street. I know it is my single biggest load by far. My backup electric strips are only 5 kw.
And for that matter, A/C is pumping at 7pm in September when most of the panels are shaded. And peaks tend to be on superhot days when the panels are not producing optimally because of the heat.
I suspect a large company like Duke Power can not change fast enough for the growing EV load. They are so stupid that I have a 2 year old house with solar and then have to come manually read the meter. The converted our entire city in 2020 to remote read. But in 2019, they installed a bidirectional meter that can't be. I wouldn't be surprised if the remote read meters they put in can't be TOUed. They currently will not allow me to switch to TOU - not available in NC at all.
So stupid that they send techs out now - just to read the solar houses. And mine is locked so they have to call me and 2/3 of the time they drive away because I don't answer. And all to collect my $12 a month - the labor to read my meter costs more!