> That overcapacity can come online a lot faster than new nuclear can be built

No, it can’t. We’re already building solar as fast as we can, the economics drive that. The marginal supply will come from something else. That margin is what we’re talking about, not the bulk. Most of the new energy will come from solar. But we can’t manufacture and install PVs quickly enough, particularly over the next 20 years, to close the gap.