A balanced and convincing analysis. The speed of this decline however, is still very debatable.
Not sure about the claim that Adani had halted opening new coal mines. They still seem intent on the Carmichael mine despite the shrinking pool of potential borrowers.
Most of it seems a reasonable evaluation, but the timing may be optimistic.
And let's not forget, the Republicans and the Trump administration have placed all their bets on fossil fuels forever.
Or until it kills us all, which is actually their position in court.