I’d suspect3) they didn’t give it away but it isn’t particularly...

I’d suspect

3) they didn’t give it away but it isn’t particularly material financially. It’s price sensitive due to what it pertains to the future prospects, and also validation of the offering with a huge client like this. They don’t take on any two bit offering. 

I agree with the the above, legislation is a complete unknown but can only be a positive and could be thick cream on the top. 

Ive seen companies being forced to use evs in the us, but blanket legislation is also possible and probable eventually.