I agree about one thing, and that it really is a perfect storm of issues, and that the winter will be very rough. I hope it brings a needed change in a lot of ways.
The part about renewables requiring trillions in investment to replace nuclear I didn't get at all - they're the cheapest possible solution. New nuclear that is needed would be even worse. If he thinks they're expensive, don't know what else is there. My guess is that renewables will continue to be a huge winner, especially in this crisis. Even Macron came out a couple days ago and said France needs to build more renewable capacity and ease regulations and remove road blocks. That was a huge shock for me.