Number 2 is not inherently true. We can incentivize time-of-use, and push it to time-of-generation. Not with all loads, of course, but with a lot of them, and a lot of very heavy loads.

Our old nuclear/coal model pushes a lot of these loads overnight to reduce daytime demand and "level the curve". Steel mills and aluminum smelters often operate overnight and shutdown during the day, because that is what nuclear and coal needed.

With solar and wind becoming predominant, we need to reverse those overnight, "off peak" incentives, and push consumption to daytime hours.

The concept is known as "demand shaping". It is an underutilized method of matching production and consumption, but it is essential if solar and wind are to become our primary source of power.