Partly, it's the possibilities that the Inflation Reduction Act brings. Part of it is that there's a lot more of an appetite for risk-taking, if you will, in this case in the U.S. We're talking about this example: Just this week, Plug Power, which is one of our members, unveiled a gigafactory project in the U.S. as well. This is all because it is acknowledged that the supply chains are tight, and delivery of equipment is crucial in the right timelines. Those companies that can are taking it on themselves to develop their own gigafactories.
We spoke about Andrew Forrest. They're also doing that, of course.