I would tend to agree largely with what Mark said, although I think we also have to look at the capability, actually what's capable that we can achieve.
For example, if we're going to move to electricity, especially in colder regions of Canada, once it gets below about -15°C, heat pumps, electricity-driven heat pumps that move heat from outside to inside in the winter, basically don't work very well. Then you have this huge electricity demand in one season of the year, and how do you actually create the electricity in the winter? We have short days; we don't have solar, and we often have a lack of wind resource in the middle of winter. You have a mismatch and you have a real problem with energy storage and distribution if you're using electricity. We've done a fair number of analyses of this, and in our analyses for many parts of Canada, it's pretty clear that we're going to have a real problem in our new energy system, a net-zero energy system, if we try to move it to electricity for space heating.
We have an infrastructure already, a natural gas infrastructure. Our recommendation is to start to look at slowly converting that infrastructure to more hydrogen. In terms of the economics, when you get to about $170 a tonne of CO2, which we're talking about, all of a sudden the price of natural gas and the price of hydrogen more or less meet. We could start to see that shift to hydrogen-based fuels for space heating, and you can store hydrogen and move it around more easily than you can electricity in large quantities.