And that overproduced solar is made using... petroleum.
The argument is very simple: we're basically just burning up oil with extra steps, then pretending the intermediate products can somehow undo the damage caused by burning up that oil (and now claiming that we're getting fuel back!) aka "extend and pretend"
We need to stop putting that carbon into the atmosphere, because the reality is that the process isn't reversible on human timescales. The only answer seems to be degrowth, but asking for negative GDP is basically heresy.