> but a reduction driven partly by geopolitical shocks is not a sustainable climate solution.

Oh, but it is. The two most recent major conflicts resulted in fossil fuel related infrastructure to be destroyed - particularly Qatar had a huge chunk of its natural gas infrastructure irrecoverably damaged.

It's going to take close to two years to rebuild it, but that can only really start after the hostilities cease.

On a different front datacentre buildout created a huge backlog for natural gas turbines, making them for the first time everunattractive for peak shaving compared to batteries.