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Just wondering... do they actually understand that (for instance) coal hasn't been replaced by solar and wind but by solar + wind + natural gas peaking plants and pressure-points related to natural gas are actually under more stress? Or that the regulatory changes in the pipeline business actually make the swings in natural gas shipment more volatile?

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not a response to the question but... actually replacing an usage usually change this usage, but the effect on demand when thoses are primary ressources is'nt linked to this change. coal for exemple is a good source of synthetic fuel (fischer-tropsch process) and 1/6 of actual chinese fuel source or the wood demand exploded with coal usage, for mining it, before surface mining. just to point out that there is mostly no such thing as "energy transitionning" in the humain history, it's a cumulative process.

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