If you look at it from a security of supply perspective, the US will not accept anything which undermines its coal in the power generation sector.

We always knew there was a risk associated with Russia. But more than a political risk, it's a transit risk and a development risk.

If you look at the targets that need to be achieved under the UNFCCC, then you will need breakthrough technologies by 2050. And you don't get these without putting money into research and collaboration projects. They do not develop on their own.