So far "How Solar Energy Became Cheap" and "Solar Power Finance Without the Jargon" by @solar_chase both kind of remind me of The Box, a history of how containerized shipping took over the world.
Solar PV and containerization have both been weirdly capitalist triumphs and investor catastrophes. Ultimately brutally competitive, low-margin industries littered with bankruptcies, even as they transform the world and enable other kinds of economic development.