Numbers from here
The theoretical carrying capacity of vessels for different energy sources and clean energy technologies varies enormously (Table 5.2). Of all fossil fuels, oil can be most easily transported, with a single large vessel able to carry roughly 1 700 GWh of energy – equivalent to the yearly oil consumption of roughly 175 000 internal combustion engine (ICE) cars. Among clean energy technologies, roughly 2 GW of solar PV modules could fit in a single container ship – roughly equivalent to Belgium’s solar PV capacity additions in 2023. But solar PV modules are capital goods, while fossil fuels are consumable. That number of modules would be able to generate electricity equivalent to the needs of half a million European households for the duration of the modules’ lifetime – roughly a quarter of a century. On the contrary, an LNG vessel carrying the equivalent amount of energy would satisfy that electricity demand for less than six months
Also the production capacity of solar wafer producers is far higher energy than global oil reserves.
https://www.tbsnews.net/sites/default/files/styles/infograph/public/images/2024/06/14/chart5_0.jpg
They are also growing faster
The 2gw of solar, installed in an area with just 1200 solar hours per year (optimal areas have 2000 hours), will produce 2400 gwh/year, and 60gwh over lifetime. About 35 oil tankers equivalent.