Your point about developing markets resonates for me in a different area. Instead of layering mobile phones on top of landlines, many developing markets went straight to mobile phones. Another thing to consider is that solar/wind is an incremental expansion of power capacity, versus the "big bang" expansion of nuclear capacity.

To your point about the fossil fuel cliff, I think it was either a Bloomberg or Forbes article that discussed how China's deep involvement in the EV/battery/solar/wind Expansion in dozens of countries around the world gives it a chance to put a serious dent in oil consumption as well as locking American interests out of developing markets.