[orr94]

> I personally think, in practice technology like this will only delay getting to net zero, because the existence of this will disincentivize investments in electrification. I recall Sun Tzu's claim that a force completely surrounded will fight fiercely, but if you give a way out, it will look to escape or retreat.

I think you’re misapplying Sun Tzu’s lesson. An attempt to completely and immediately replace the fossil fuel industry will be met with fierce resistance, and thus be more likely to fail. Whereas a more gradual approach (like carbon neutral-ish green hydrogen) gives much of the industry around fossil fuels an opportunity to survive longer, and perhaps gives you a better chance of success.

Is this actually true? Maybe, maybe not. But that would seem to be the implication of Sun Tzu’s strategy.