The way I see it, if we start giving out GAPI addresses now, we have a few years to come up with good aggregation before we really need it. If it turns out that geo aggregation is unworkable a solution like MHAP that can use PI addresses without the need to have them in the routing tables can still save us without renumbering. Only if that doesn't work either the GAPI users need to renumber.Single IPv6 numbers are not obviously rich enough
On the other hand, if the IRTF comes up with something good
"The IRTF" is us. The people overlap is substantial. There is no magic resource hiding in the IRTF that is not here as well.
This is the root of the problem. "Never renumber" is the wrong solution.renumbering is a huge pain.