It's more complicated than that. Supply shocks cause short term instability in markets that require long term revenue streams to offer service.

Because we privatized our infrastructure, and because private firms divert a bunch of their revenue to profit, we have a bunch of material infrastructure that needs to be maintained by firms more interested in extracting profit than keeping them functional.

That's the real threat of solar panels. If we cut into private profit margins, they'll allow the infrastructure to collapse rather than maintain them with declining profit.