We don't see our sector as a substitute for hydrocarbons. Again, it's part of the mix needed to get to the transition that we need. There are various generation sources, all with different carbon intensities and all contributing to an agenda of electrification. I think this is what's most important currently. We need to be thinking about electrification and economic development in tandem.
The question is one that can be answered with “all of the above”. We need all of the generation sources and in different carbon intensities as well.
