With the improvements that have been made in the third intake, the program comes much more closely into alignment with those principles. As has been noted, it's now mandatory for a project to demonstrate that it is going towards reduction of emissions over and above not just existing, but also pending regulations. So this does satisfy that criterion.
As to whether the support from the ERF lowers cost of production in the affected operations, that's a tricky accounting question. As far as we can tell, the requirements for extended, detailed financial additionality statements from proponents in the third intake will try to mitigate that risk. I think it's a reasonable amount of accommodation towards recognizing the principle as we've laid it out.