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.

When you look at the US, energy and climate policy are really framed in a security of supply context. In Europe, it is framed in an environmental context.

Its like buying a bottle of milk and getting a bottle of orange........you just would not accept it would you????

Russia has done some serious damage to its otherwise-good reputation for security of supply. Europe is going to have to take a hard look at their exposure and whether there's a way to fix that.

You've got a border situation that's getting more difficult from a security perspective than it has been, so your pool of labor has been reduced significantly.

There is a sort of blurring of the lines from the perspective of the US security establishment.