It's not a retraction on global trade. I think it's a reflection on the current reality of global trade.
If companies indeed are starting to shorten suppliers or bring suppliers close to production activity, then they're going to be buying more from the continent. It's a partial reality. No one knows exactly when global trade is going to fully resume. Most companies are pegging that as a number of years off.
In the meantime, not only do they have to pivot on suppliers, but they have to pivot on where the newest customers are coming from. That's particularly important, I would say, to our smaller companies, our SMEs, because they may be most reliant on single suppliers or a single geography. They will need to move much more quickly in order to find new customers and support their supply chains or their companies are just going to go bankrupt, frankly.