I don't really buy the hosts arguments, feels like they're grasping at straws. I think Max has the better take on this, but also overly apologetic to a fantasy environmentalist Carney.
Carney is not calling a bluff nor betting that electrification will "win anyway", he's willingly giving Alberta what they're asking for even though it's not a great idea so that Smith can piss off. That's not environmental politics chess, it's basic "pick your battles".