That's a great question.
You look at that and you realize that we're importing a third of our demand. What can we do about it? You have to keep in mind that there are a couple of factors here. Our trade between Canada and the United States and the ethanol industry is north-south rather than east-west trade. Logistics are critical. There will be, unless there's ethanol production in western Canada, imports in the United States because there's no duty as you know from ethanol coming into the United States, and transportation will trump all.
You also have to keep in mind that gasoline demands are very seasonal; therefore, ethanol demand is very seasonal. There are three to four months of the year when the demand is up a good 15%. In Canadian industry, at least in our business, we like to run 100% all the time. We've designed and built our plant based on supply and demand so that we can have 100% inclusion rate outside of those demand peak periods. We sure don't want to be exporting. As an industry, to your point, we would like to see the industry more closer in balance and not tipping the scales into export mode, but continue as an import mode because you know that's when your industry's getting the highest possible price.
It is a balance. It's very difficult to get investment to build plants when you know that there are issues. In terms of free trade between Canada and the United States, you look at the industry in the United States, there are issues down there with blend walls. There are issues down there with mandates. Until those things get resolved, it's very hard for investment. Even companies like ours, as our balance sheets get stronger are saying that we should plot down and build another plant. We have sites selected, but the risk associated with that at this point in time has us sitting back and focusing on the cost of production.