1. The International Energy Agency's (IEA) current worst-case emissions scenario for 2040 is better than their best-case scenario from a decade ago, indicating a significant shift in the global approach to carbon emissions.
2. Recent trends suggest we might be at an inflection point where global emissions could start to decrease, supported by increased sales of electric vehicles, the adoption of renewables in developing countries, and China's commitment to peak emissions before 2030.
3. Technologies like cheap solar and wind power, inexpensive batteries, geothermal energy, and grid-optimizing software could drive further optimism about carbon emission reductions, potentially offering significant investment opportunities for those who agree with this outlook.