It's both.
Certainly, compared to all of our allies, the ITB program is a bit of an anachronism. None has maintained such a requirement to have 100% offsets, partly because they've found, especially in Australia's case and for several European allies, that these do slow down the delivery of programs, and they do add costs.
There's no way you can ask a foreign manufacturer to reinvest the entire cost into a country and then for them to go back to their shareholders, or whoever their fiduciary duty is to, and say, “We're just going to give this money back.” There's going to be an increase in the cost. They're going to pass that back on to the country. That's the case with any of the major programs we have that have that sort of requirement. They are going to have that sort of effect on our costing and on delays as well.