I was island hopping in the Philippines last week. Coal there is very expensive. Oil there is very expensive. Power, in general, is very, very expensive. An AC unit is within financial means of many people who already own a flat screen TV and/or western game console. Yet they live without air conditioning in very hot/humid conditions. Malls there are really popular as a result.
The first thing i noticed when I got in a taxi from the airport was the number of Solar + Wind advertisements. Solar has already arrived in SE Asia, and it is here to stay. There's about a billion people in SE Asia outside of China. Solar makes a heck of a lot of sense in the developing world or disconnected parts of the world, where a surprising number of people live. That's right you don't have to go back one sentence, I said a Billion with a 'B'. There's about 30 million people living in the Metro region of Manila without air conditioning because electricity is too expensive. The other half of the country is lucky to have reliable electricity.
These places exist, and they're prime candidates for distributed solar in a big way. Solar is already cheaper than mains electricity, even installed, even with big import duties. Now they're just waiting for the products to arrive en masse.
Why does this matter?
America is still waiting for price parity of mains electricity and home grown solar, but while you can stem the tide of Solar in America temporarily, the price is going to drop like a rock as manufacturers race to supply the third world with Solar, and soon American electric companies will be competing against the price of affordable solar in the third world. It may be five or ten years before Solar truly takes off in the US, but as soon as someone rolls out a $500 "Air Conditioning assist" kit that tells your AC to run at full tilt whenever the solar panels have enough juice to keep it running (who doesn't love coming home to an icy cool house when it's 100F/35C out? especially if that AC was free?), the reasons not to go Solar are going to fall like dominos.