I'm sorry I still don't understand why this is the biggest problem now. I get why it's a long term problem - that for sure.
But, your comparisons are about building new stuff. My understanding is that the gas / coal capacity is already there - so it's not a question of adding more, right ? So we don't have those fixed costs - they are already paid.
We already have 100% of coverage with those, so adding solar, even without storage, will indeed decrease those variable costs.
Economically speaking, if we say solar is cheaper than gas / coal - what's preventing a rational actor from installing more capacity ? Until we get to 100% solar on sunny days, he is sure to sell 100% of his production if it's cheaper gas / coal no ?
But, your comparisons are about building new stuff. My understanding is that the gas / coal capacity is already there - so it's not a question of adding more, right ? So we don't have those fixed costs - they are already paid. We already have 100% of coverage with those, so adding solar, even without storage, will indeed decrease those variable costs.
Economically speaking, if we say solar is cheaper than gas / coal - what's preventing a rational actor from installing more capacity ? Until we get to 100% solar on sunny days, he is sure to sell 100% of his production if it's cheaper gas / coal no ?