Sectorally speaking, I think it would be electricity, EVs, critical minerals, mass timber and a connection to the defence sector. These are the five sectors I would focus on.
More broadly, one of the things we've been arguing for is what's really at the upstream for all of these things. It's a strong industrial base, right?
When you look at Korea during the Nixon crisis in the seventies, ultimately what they did was build their upstream industrial base in terms of the chemicals industry. That then led to all of the downstream sectors they have.
I think it would be looking at things that would build that industrial base in terms of labour, energy, R and D, innovation, infrastructure and a trade diversification strategy or trade corridors. I think it would be really focusing in on a limited but effective number of priorities and making sure there's an industrial base that can feed into all of these different sectors.
