You're right. Back in 2020, the government did publish an initial hydrogen strategy for the country. As you can appreciate, this is a new industry that is developing globally, and its development is certainly not linear.
Just a few months ago, we published a progress report. You're right that the forecasts in that report have been revised significantly, partially in response to market developments, but also there were changes in terms of the methodology used.
In terms of the potential for hydrogen, we see continued potential as a low-carbon pathway as part of the energy transition. There's significant potential, for instance, for hydrogen to help decarbonize hard-to-abate sectors, notably heavy transport, for instance.
Our forecasts would indicate there are projects in development that are worth up to $100 billion across the country. The potential of hydrogen, I think, is also supported by the IEA's most recent WEO study, which also indicates that it will be an important pathway to the energy transition.