That's an unsourced and unbacked assertion, not at argument.

And I have seen no convincing argument for why this would be even remotely true.

As a counter argument, consider how poorly such predictions have done in the past (i.e. early 2023) [0]. For over a decade the IEA has been saying the same thing, and for every year in that decade they have been wrong, comically wrong.

So if you want to make your argument, you'll have to explain why the literally exponential curve is going to not just flatten, but go to zero.

[0]: https://stacker.news/items/581737 (original image from https://www.economist.com/interactive/essay/2024/06/20/solar...)