Love the topic, clear thesis, and enthusiasm of this article, but this sentence is false: "while it's true that the sun and the wind are practically inexhaustible sources of energy, the technologies required to build the machines (and panels) harvesting those cannot possibly be powered by intermittent and diffuse “renewable” energy at scale." You've conflated energy and materials. Our global economy will continue to use some coal and petroleum to make materials, but we are starting the transition away from burning fuel to using solar electricity that is buffered in batteries and stored in hydro facilities at scale. Anyone managing investments should become familiar with the data published by the EIA for the US econmy and IEA for an international perspective on what is actually happening in the energy market.