Batteries in California have curtailed the need for peaker plants most of the year. Natural gas is starting to become a seasonal supply of electricity. Fall winter spring it's providing a few GW of power. Only in the mid to late summer does it break 10GW. That change happened over just five years.

I keep mentioning this because it's notable. California now needs to increase demand for electricity to move forward on electrification. Things like low cost workplace charging and mass adoption of heat pumps. Unfortunately California is going to elect a governor who thinks it's his job to protect entrenched interests. Fortunately big picture it doesn't matter except to people in California.

Currently renewable manufacturing is doing the the equivalent of adding 10 million barrels/day of oil production per year. Total production is 110 million barrels/day. Demand destruction for oil is coming very soon now.