His energy consumption argument seems to be false at a glance. I don't claim to be an expert but I can do some basic addition at least. If you have two components in consumption - "constant" and "variable", and if you have two components in production - "used" and "wasted", then adding strictly to the "constant" part of the consumption you also add strictly to the "used" part of the production. Constant energy receiver doesn't affect variable/spike part of production and consumption. To me it's an obvious conclusion, but of course being an amateur I may be wrong here.