You saved me typing

Exactly this. I very much doubt this is anything but the realpolik that is always going on that is a large part of keeping the country secure and the taps flowing.

Heat pumps still need to get much cheaper to be viable for most people.

The way it looks to me right now - pressure mounts on practically every side, Labour popularity rises toward the election (its been said front loading unpopular stuff is deliberate), Tories start trying to distance themselves from Reform (to avoid becoming known America apologists for a start), relationship repair becomes a keystone of the 2029 - 2034 session.