My understanding is there is less of a need for massive grid upgrades in this model due to the use of storage. Rather than having to be able to distribute peak loads from solar, requiring a larger connection, you can smooth out the supply and distribute an even amount throughout the day, using a smaller connection.

The section "1.1.3 Bringing large savings on grid expansions" [1] has a good explanation.

1. https://ember-energy.org/latest-insights/solar-electricity-e...