Thank you. But will China grow *beyond* 30% of world manufacturing? And ~70% of Chinese people are already in cities with pretty high mean incomes. So maybe their demand growth does slow soonish? Though India is still 2/3 rural...

Your copious evidence for this new model is all from times with relatively high rate of population growth. Does the model change if population is growing more slowly? Or if fewer people still need to transition from low to high electricity demand?