Again, I'm going to continue trying to understand how the EU's CBAM is working right now.
I assume we're either in or entering into this reporting phase, where European importers in those sectors—I assume it's just for fertilizer, steel and cement—will have to report the carbon intensity of the materials. If they're importing Canadian aluminum, for instance, they're now trying to figure out what that carbon intensity is.
Canada's carbon tax, I assume, has something to do there. Am I right?