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In general, I share his perspective but these things often follow an S curve. If you think of renewable energy as a new technology, and assume that its adoption will follow curves of other technologies, you can't extrapolate later rates of adoption from earlier rates because the adoption accelerates.

The adoption curve is probably going to look like that of initial electricity ultility uptake, or of moving from coal to patroleum, but maybe accelerated a bit more because of additional pressures.

My guess is this will end up being slower than many would like, but slightly faster than he suggests, and more diversified. That is, you're not going to see moving to all EVs, but a proportion of EVs, a proportion hydrogen, city restructuring to support mass transit, some hybrid engines, and some ICEs that never go away completely. Probably also some things we're not even discussing now because they haven't been invented yet.



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