No, I don't think that's right. The market is there at the moment.
In my role with Novonix, we're developing energy storage products for residential homes. To try to get lithium-ion batteries for those products from tier one manufacturers is virtually impossible. You go to them and they say they're sold out until 2024. You say, “Well, you're expanding your gigafactories left and right”, and they say the output from those is sold out until 2024 or 2025.
There's such a demand for lithium-ion cells. It's incredible. If you build a factory in Quebec or wherever, the output will be snapped up.