Does that analysis factor in fusion eventually becoming economically viable or not?
My understanding is that progress with the stellerator has been very slow. I did hear something a few months ago about a breakthrough with conventional tokamak technology, but nothing since. I guess like some here with regard to quantum computing, I'm not holding my breath. Were someone to demonstrate actual over unity containment with a roadmap to commodification it might be time to reassess, but there remains the density problem. The energy density of a litre of unleaded is pretty astounding.
As to the idea that fusion will "solve" any problems, I am dubious. Humans have a near perfect track record of abject stupidity. All of our advances in energy transmutation, from steam to internal combustion to nuclear, have simply allowed us to do more bad things; more sprawling environmental destruction, larger wars... Frankly, a South American or African peasant with a Mr.Fusion and a goat is a terrifying prospect.