That's a complicated question.
It requires a fairly detailed understanding of how electricity dispatch works in Ontario and what resources would be available at any given time. The complicating factor here is the assumption that there would be significant surplus generation available for export. Everything we're seeing in Ontario suggests the opposite.
As I've mentioned, virtually all of the units at all of the nuclear facilities will be going off-line for refurbishment over the next 20 years or so, and some are due for retirement. These have been the primary source of the surplus baseload generation, which we have had to export at a negative price, because we've had to pay Michigan to take it off our hands.
What we're seeing, as I mentioned, including from the IESO, is almost vertical growth in fossil gas-fired generation and the associated greenhouse gas emissions. That was becoming apparent even as of 2014, but it is now empirically apparent in the IESO's latest figures, which show it has tripled since 2017. As I said, that curve is virtually vertical through the 2020s, so the implication here is the marginal fuel in Ontario is unabated fossil gas.
I keep coming back to this question. I can't see where the surplus generation of any significance is going to come from over the next 20 years, given what we understand about how things are evolving in Ontario. Indeed, that question has been maximized further because there are then questions around the impact of electrification, which would increase electricity demand even further in Ontario so that there would be no surplus, as the IESO is telling us very emphatically. They want to spend a lot of money building generation.