I think there's a good chance we will actually see decentralization of industry due to very cheap solar. We may also see a movement of industry to sunny locations. This is bad news for northern Europe, and perhaps for all of Europe.

The scale will be set by how large long term storage has to be, which could be as small as 100s of kW. The future grid might be a constellation of loosely connected microgrids. This will do wonders for resilience.