Supply will stop the S curve. The time will arrive when artificial demand driven by over-ambitious emission targets exceeds supply.
France is sensible to push back because it’s voters care more about jobs than anything else.
Others will follow. Electrification appears to be inevitable but the unrealistic time scale which was set by panicked politicians will be wound back when pragmatism takes over again.
This may work in TLG’s favour.
Because at the moment they are too far behind others in assuring supply.
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