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Carbon Pricing
We need to go all in on EV production as a replacement for new gas production, but we can't get there without loan. We also need significant retrofits. There's just no way the production industry is going to grow fast enough and we're going to be able to replace the fleet fast enough. And it turns out that to really kind of balance those negative barriers that we talked about, the five of them, Nisa happening about equal numbers. It gets a little better when you start looking at TUC, but I'd still put it firmly in the realm of no freaking way.