At noon, a sunny street can make more power than nearby homes are using.
Dense rooftop solar can raise local voltage because power may flow backward through equipment planned around 1-way neighborhood demand.
A transformer might stay within its thermal limit while voltage at the end of a feeder still climbs outside the utility's preferred range.
Operators can adjust controls, reconductor lines, replace transformers, or limit exports, each with a different cost.
That means panel output and local hosting capacity are separate constraints. More generation still has to fit the wires closest to it.