> I believe that nobody really expects to meet the gap between actual capacity and "required" capacity

Well, that's exactly my problem - I don't really know what kind of gap to expect. It is all very qualitative at this point but scenarios (and thus the best course of action) are wildly different depending on how exactly do the relevant quantities compare to each other. Of course "we don't know yet" is a perfectly valid answer but then it must be clearly stated in the article that this is just a speculation describing a plausible scenario.