Ann: EMC Local Energy and Microgrids Conference-CWE.AX, page-9

There are of course some underlying technical assumptions in his theory (or is it a hypothesis - get those confused), like available supplies of both solar cell and battery materials for such world-wide disruption, plus the inevitable inertia in swapping across to EV (eliminating millions of cars/trucks), and the biggest assumption of his that cost reduction ultimately drives everything, and controls every human decision.

However, his real contention is that disruption (once it gets moving in a certain direction) and is supported coincidentally by other related forms, becomes an inexorable force and can be very rapid as history has shown. That in turn breeds innovation, which pushes it further along- for example, there are scientists working on the use of common salt as an ion conductor in batteries, a commodity not limited like lithium and cobalt, and potentially multiple times more efficient.

My thoughts are these - alternative renewables (to solar) must be nimble and adaptive and low-cost if his theory more or less bears out. They must also have the capacity to converge with other technologies in a beneficial way to both - which I think you have posted before about hybrid energy mixes and that fossil fuels will continue to exist in some form - at least for now.

So he makes a number of grandiose statements/predictions and which might prove completely right - time will tell. Interesting times indeed. Cheers BC