It is one reason, but there's also a safety issue. As I was saying, our business depends entirely on our supply. Of course, the fewer the players, the higher the risks. During the COVID-19 pandemic, we got calls from people saying that 200 of their workers were infected and they had to shut down their business for three weeks. That is a challenge for our supply teams. It is easier for us to work with someone who is closer to their supplier.
On January 28th, 2021. See this statement in context.