I think you said it well: the position of the Government of Canada and, incidentally, of the other G7 countries is to aim for low-carbon hydrogen production. That's how taxation measures were designed, based on the level of carbon intensity. There are a number of ways to achieve that goal, and you mentioned one of them: the use of electrolyzers.
The use of natural gas with carbon capture allows for very low carbon intensity rates. In addition, the technology is proven, so there's really nothing to worry about technologically. Siemens is not a player in the field, let's be clear, but there are many other players keen to offer such technologies, including Canadian companies.
Technological risk is always present, because there is no such thing as zero risk, but there isn't great concern about carrying out such projects. For the past 30 years, we've been carrying out projects using CCUS technology that have already been tested to scale. It remains a worthwhile approach. It remains to be seen which route will be most attractive to investors. However, we're already seeing projects using electrolyzers in the east and CCUS technology in the west, and both are generating strong interest in Europe and Asia.