That wouldn't be my conclusion. Those subject matters don't really come up. In any case, your latter idea doesn't work due to the following:
1. Solar generation is generally at a useful time of day when there is demand, so it is most likely going to be sold to the grid
Hence why converting it on moments whee there is a lower demand than supply would e better then having to sell it at that point as free market dictates that if the supply is higher then the demand it's gonna cost ya. If you then can store it we would have an backup for if there is no/low supply but i higher demand.
2. No one is going to spend all the capital on an electrolyser to only use it 10% of the time as would be the case with solar
Storing liquid hydrogen is much easier then building giant battery storage and it has multiple uses. it's in a way no different than the giant terminals storing oil.
There are parts in the USA (long before Trump) where they are doing this already and that's privately funded. where does the 10% come from? problem is not amount of power generated but storing it, Solar whether it are EV panels or wheter it is wind both have peaks at random so if you can store that energy even if conversing that energy takes some energy is still a win. as otherwise they have to swtich of wind turbines at some point.
3. People tend to heat their homes in the winter whereas solar is at its peak in the summer, so you would require a vast amount of storage which isn't that straightforward. It also can't be used purely for heating and has to be mixed into gas.
Hence my point above about storing liquid hydrogen. That itcan only be mixed with gas is not true at all, the correct phrasing is that it
can be mixed with gas with as direct result less polution and no noticeable change to the end user.
If the boiler however is replaced with an boiler that runs on liquid hydrogen, it will run on liquid hydrogen only.
4. Even if you ditch the heating idea, the people that drive the tiny number of hydrogen power cars will require year round fuel, so you still need lots of storage.
Not more then you need for petrol diesel or LPG less space than all those recharging stations, but there is an other aspect,two actually despite and enormous los on engine power it is still possible to convent an ice powered vehicle to run on hydrogen, the more practical is hydrogen electric which is less effective as battery electric but on the other hand is fueled in an similar way as a ice car. That is important because if we look at the sales figures we see electric cars saes are actually declining especially if we take hybrid electric out of the numbers. (as they lead the current number that imply to see an grow) more intresting is however that Mckinsey has done and research and came to the conclusion that car buyers who ditch their EV do so not because they drive bad or something but mainly because of either range anxiety or bad experiences(not) being able to charge their vehicles.
5. To make liquid hydrogen, the temperature needs to be incredibly low, so it's not really viable. Instead it needs to be turned into ammonia.
6. It's not a very efficient way of storing energy if the plan is to convert it back to electricity.
It is for the Sheel stations who sell in in the us, it is for the windfarms in the US who convert their eletricty into liquid hydrogen, both have been started with goverment funding but are now private programs, so it has to be viable otherwise it would have been killed off that's how the private market works.
