What companies want right now is to understand what the programs are that are involved in the $2 trillion infrastructure plan to see where there are opportunities.
The first order of business is this: Where does an opportunity exist? Where can we bid on projects? Canada, as usual, is way ahead of the game. The infrastructure plan, which is what buy American is part of, isn't law yet. It's a proposal. You could call it a first volley by the Biden administration early on. It needs to go through the congressional process, and it needs to come out the other end in some sort of a concrete program. There's going to be a lot of debate, so what people want to know now is where there are opportunities.
The other thing is that the White House hasn't fully staffed the Office of Management and Budget where the exceptions will be made, where the recommendations will be taken in for a buy American exception or a Canadian carve-in. Those people aren't even in their jobs yet.
There's a lot of interest and eagerness to get involved, but at the moment, companies are looking for the opportunities.
I would say—to give you a specific example—that cement companies are really important right now. They also have a big impact on the environment. There is some very exciting technology—including some coming out of Canada—where you capture carbon, mix it into nanotubes and things like that—into cement, for example—and reduce the carbon impact.
I think that there will be a lot of opportunities like that where, if Canada can demonstrate its expertise on environmentally sustainable infrastructure, environmental benefits.... Those are the kinds of things that will be value-added and be treated as such, I think, in the U.S.