Absolutely.
If we had not had a response to the U.S. IRA subsidies, we would have missed the boat. We're at a point now where, if we don't get clarification on the full range of our subsidies and how we're going to level set with the IRA, then we could miss it. That's not just with respect to securing the offtake agreements. These manufacturing slots that I referred to before are critical, because once there's clarity around the U.S. IRA rules—which are coming any day now—there will be a massive rush to secure those wind turbine manufacturing spots and the electrolyzer spots.
Although we've done a great job positioning ourselves with these OEMs, that could change quite quickly if we don't have some clarification in short order.