The nature of our industry is that we serve sectors such as power generation, nuclear power, aerospace or defence, and other places that have critical applications where parts have to be particularly robust. Part of what's required is 100% traceability and a lot of detail about the supply chain. Steelmakers are vetted by OEMs. They are vetted by industry standards. You get a contract and you get approval to produce under what often is referred to as a first-article process. To change and redo a first-article process or to go through the process of demonstrating that your manufacturing supply chain is robust, from steelmaker right to finished product going to the OEM, requires that the OEM agree that you want to go through it and that testing, verification, and auditing of the entire supply chain is done.
While in theory it is possible to find alternative sources in Europe or in Asia, aggressively it can be done in 12 months, maybe. That requires that the American customers also agree to the alternative sources that are not the American steelmaker.