imran: i want to bring in noah brenner now.re is a danger that if we are doing this because of the russian war in ukraine, than that is not the driver that it needs to be. because pressure will not be in war in ukraine for a long time. at some point the gas will come back on. there's nord stream 1 and 2. effectively russian gas will be cheaper, and this is a massive investment. there is a danger that if we were doing it for money and not the environment, it will simply go away once russian gas is cheaper and we are all friends again. noah: well, i mean, i think i would be a little bit careful about thinking that the russian gas is simply going to return. we should see some kind of pause or long-term resolution with the ukraine conflict. the companies we talked to, the traders that we talked to, all of them have a pretty cautious view. and i would say the diplomats we talk to as well have a pretty pessimistic view that europe ever returns to russian gas. if you think about it from a geopolitical perspective, but also simply from