Thank you for the question, MP Cannings.
In the U.S., the Inflation Reduction Act includes subsidies for the production of green hydrogen. There's a production tax credit. Our response to that has been an investment tax credit, which gets us about 50% of the way there, based on the understanding we have now of what the ITC will include. It gets us to about 50% of the value of the U.S. subsidies—again, the production tax credit—which is why we require additional mechanisms to help support it to level set us with the U.S.
Contracts for differences would be a key to unlocking some of these offtake contracts, but some of the other supports from the Canada Infrastructure Bank and the other organizations mentioned in my comments will be important to get us as close as possible to that lucrative U.S. subsidy.