The US has put tariffs on Chinese panels to combat dumping. PV and CSP are more than sufficiently mature for utility scale plants, there are quite a few of them being built now.
Musk knows the score. If he can get solar panel production cost down further/efficiency up couple percent (or both) coupled with cost effective local battery storage it is game over for fossil energy and traditional utilities. This is something that is fully achievable in the next few years.
Cost effective local battery storage is fully achievable in the next few years? Admittedly I know next to nothing on the battery industry, but I find that very hard to believe. Perhaps I am over estimating the capacity of such a battery, as I assume you mean one capable of storing enough electricity to power a home at least over night, realistically 48-72 hours would be required.
And don't forget they will have to also charge your electric vehicles, as that is mainly performed overnight for several reasons from what I understand.
And that many batteries of that capacity would be an environmental nightmare I assume, probably not even possible to build the manufacturing this would require due to current environmental protection laws ironically.
Again I fully admit my ignorance on this subject, if you have a pointer to a primer on what you are referring the I will happily read it. And I hope I am wrong as well, current battery technology seems to be a constant roadblock to many environmentally friendly solutions.