If long term storage (like Standard Thermal) comes into play, I could see industrial users decide to just decouple from the grid too (or, use the threat to do so as a means to drive down what they are charged.)

We may see industrial users preposition themselves in locations with ample nearby PV potential. If I were building a factory in the US (or a data center) I would think twice before putting it in a higher population density area.

We may also see local microgrids develop. This would still have distribution costs, but not transmission.