I think the challenge, at least in my sector, is that the types of projects we're looking at are first-commercialization applications. CCUS has never been applied at scale at a cement facility, yet around the world, a number of projects are moving in that direction, including the two I mentioned in Canada. However, they present unique challenges because they've never been done before.
I'd go back to my original comment that all of those options—the capital supports, the investment tax credits and the production incentives—can play an important role in getting those first-commercialization technologies across the finish line. The balance between them can really determine the outcome.
One thing we believe is that de-risking operational costs through something like carbon contracts for difference or the types of incentives that exist in the IRA reduces the upfront capital risks and therefore the upfront capital supports that are required. In theory, it's a more efficient approach.