The following are some quotes from the above, but you should read the whole thing:
"Because of the Iran war exports of photovoltaic cells from China have doubled in just one month to 68 GW. [a typical nuclear power plant produces about 1 GW]... It’s now clear that the closure of the Strait of Hormuz marks an inflection point: the global green energy curve, which was already on a rapidly rising trajectory, has suddenly become even steeper.[...] It is also the result of the worldwide realization that, with the end of Pax Americana, depending on imported hydrocarbons is a risk not worth taking. The United States cannot be relied on to keep sea lanes open when cheap drones can take out an oil tanker or a major pipeline. Even relying on oil and gas from America itself is dangerous, since one never knows when an erratic U.S. government – now under the control of a twice-elected malignant narcissist — will try to use energy as a tool of coercion."