Correction to: Nature Energy https://doi.org/10.1038/s41560-020-00683-8, published online 14 September 2020.

In the version of this Analysis originally published, in the Acknowledgements, the support from the Belfer Center’s Science, Technology, and Public Policy Program was mistakenly not mentioned; this information has now been added to the sentence beginning “We acknowledge funding from the...”. All versions of the Analysis have been amended.