Demand is hard. You’re at the whim of irrational human consumers (and all that that entails). Supply is easy. You’re at the whim of violently rational economic actors with control of assets.

Assume a distressed fossil asset is for sale, and you want to acquire it to retire it permanently. You’re engaged with someone who isn’t emotional; it’s just business. You negotiate on the value of the asset(s), and once an agreement is reached, transfer of ownership occurs and it’s a done deal. It’s not like consumers when you’re at the whim of their identity and self in some cases, trying to sell them on clean power or mobility.

Bonus points if you can use leverage (policy, relationships, whatever) to drive down the value of the distressed asset before acquiring it for forced retirement. That’s just being capital efficient.