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Driving forces could be interpreted as wrong, but they’re probably correct about orders and outcome:

Step 1 is policy/goal for California [1].

Step 2 decades old policy in Europe (and recently canceled in Canada?), as vehicle carbon tax. There’s also EV tax credits of course, which are practically identical, from the purchasing perspective - “If I buy ice, I pay this much more in taxes”.

Step 3 is a potential market driven eventuality.

[1] https://www.reuters.com/sustainability/california-sets-goal-...



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