Here are some reports on the meaning and import of Hawaii ending net metering.
Rocky Mountain Institute has a report.
And here is a really good one from an investment blogging site seeking alpha.
Until now, net metering has amounted to protecting distributed generators from wholesale price fluctuations and the normal market price impacts of over-generation mid-day. Time Of Use pricing will follow the duck curve (duck curves actually) and solar will have to find new ways to cut costs and improve economic durability (delivering value in a way more independent of the grid).
The above stories plus my post from awhile back would make a fine primer on the near horizon of solar in early adopting states. California, I'm looking at you...