I don't think they should spend it, to be honest. I think that given what we have been through in the last few years, all the unexpected revenues with these rising revenues should go towards deficit reduction.
I think what is important is not just quantity of spending, but quality of spending. On investments and on industrial strategy, there are plenty of current buckets we could reallocate more surgically and intentionally to have a good industrial strategy.
It's not just a matter of quantum, but I would agree with the premise that these unexpected revenues should not be spent.