> Also, if you’re in the electric ecosystem, swapping to heat pump systems will obviously be lower overall power in basically every scenario, and it gives an easy transition path unlike NG.

Maybe... I've got a NG furnace now and am looking at adding a heat pump, and even with a pretty expansive budget, I'm struggling to make the numbers work on actually removing the furnace entirely vs. doing heat pump + furnace. (And the near-impossibility of upgrading my home service past 100A makes it extra complicated if I want to electrify everything.)