I would say that's not what we're hearing from electric utilities so far. They look at this and see that there's significant load growth. They need to make the case for these investments.
I think an interesting experiment is to go to the website of any electric utility in Canada. The chances are that you'll probably find that utility has a page on their website telling their customers about EVs and how great they are, answering questions and probably providing rebates. That does not tell me that these utilities.... They're acknowledging that there's work to do, but they're not pumping the brakes on this transition towards EVs. If anything, we're seeing the opposite.