Worth noting that Rhodium assumes no CEPP or carbon tax - but instead has EPA power sector regulation starting in 2026 that achieves 80% system-wide emissions reduction in 2030 for existing sources + 90% CCS for all new sources starting 2022.

Interior report on oil&gas leasing (doi.gov/pressreleases/…) unfortunately focuses on increasing value to the taxpayer, not on climate considerations. Missed opportunity - and not what Pres. Biden requested in EO 14008.