There are a number of reasons for this disparity, but at the heart of it is the difference in productivity between Canada and the U.S. and the significant productivity increase in the U.S. that we haven't seen in Canada.
There are some structural reasons for that. You might think of the types of investments that help drive productivity in the U.S. military industrial complex, but there are also a bunch of underlying policy reasons around taxation, regulatory and other decisions that drive investment, along with regulatory, project and—germane to this discussion—supply chain uncertainty. Customers and investors look at disputes like the one last year on the west coast involving B.C. ports, which create questions in their minds about investing in this market or buying from Canadian manufacturers.