> Much like in this case - if Shell leaves, there is nothing that automatically means the new actor who fills that role will offer hydrogen, solar, etc. Least friction means the new actor will just be another petroleum company.

Emission Trading Schemes put friction on another petroleum company.

https://en.wikipedia.org/wiki/European_Union_Emission_Tradin...

https://en.wikipedia.org/wiki/Chinese_national_carbon_tradin...