If I had to bet I would say we're >50% chance we get somewhere around $1T in Dem spending which will be close to 100% paid for with new taxes. BUT it doesn't l

If I had to bet I would say we're >50% chance we get somewhere around $1T in Dem spending which will be close to 100% paid for with new taxes. BUT it doesn't look like there will be much in the way of hitting emitters. In fact it looks like we'll be giving the incumbents money to 'green' which I don't trust at all. Albeit with some penalties attached for accountability which is kind of a potential tax. I find the utility industry weird in that it's so regulated yet they are allowed to make profits sanctioned by govt agencies. Just nationalize it or regionalize it.