I agree that it is very disorganised. I interpret it as follows:- "I have been reading a lot of thinkpieces by (non-technical, political) people who 1) don't

I agree that it is very disorganised. I interpret it as follows:- "I have been reading a lot of thinkpieces by (non-technical, political) people who 1) don't understand the difference between a stock and a flow, so equate a billion dollars spent on making lithium batteries (which last 20 years) with a billion dollars spent on pumping oil, which lasts days[1]; and 2) don't understand the trends in PV/wind/battery prices and think that we are doomed to expensive energy forever, rather than the likely situation of imminent massive electricity overproduction." "Those people are wrong, and extrapolating from Europe's gas shortage to a global crisis is wrong even in the short term." ----- 1. We saw a lot of this stock/flow confusion (or capital/consumable confusion) with Falcon 9 reusability. Lots of people thought space companies were all about rockets: they didn't understand that those companies don't sell rockets; they sell launches to orbit. Some people still don't get this.