I see you are still not sold on solar-hydrogen :) It is coming, Europe (The part that isn't for war), is starting to understand it.

The thing that I think you might be missing from your considerations (And definitely Will is), is Kardashev Money. It comes about from the fact that solar energy is the only one pushed to us for free, rather than requiring labor per KWhr. That changes everything, breaking the chain of every promise to pay ending in extraction. It has to come around soon, as it is the only way to combat inflation, in the presence of solar power which is continuing to scale up.