Thank you for writing this, I had some of the same misconceptions.
A question about point 1, divestment: Does a similar principle apply when companies pledge to only use renewable energy? If they also build capacities so more renewable energy is generated, then obviously yes.
But otherwise I don’t see how there is risk aversion in using more non-renewable energy for the other energy consumers that would shift the price.
Thanks for writing this.
By the way, I was thinking about how to find information on the internet for quite some time (the first Google results weren’t that promising) and the Gwern post you linked looks exactly like the kind of thing I was looking for.