By Ian Page. Most papers and reports on the renewable transition have a particular unstated mindset. It is assumed that the transition involves replacing fossils with renewable electricity in all its forms and worries about the effect of variability, the techno economics of various storage and CO2 capture and use scenarios, effects on transmission and transport, and so on. This all looks pretty reasonable and is described in the first diagram, Once the inflection point is reached, the motivation to build new more efficient factories producing renewable generators decreases as they need a large sales volume to repay the investment and the opportunity space is decreasing Thus the saturation point becomes a self-fulfilling prophecy, An alternative mindset is shown in the second diagram Instead of stopping new manufacturing capacity, it's possible that the cost of manufacturing and install...