There is still room for more battery plants. Regarding those $2-billion investments, I'd like to see us get a couple of them here in Canada, and I think we can.
Just a little further upstream from that, it would be the cathode-active materials. The well-known household names would be BASF and Umicore. Those would be two great examples, and then there is precursor production as well.
At that end, just before you get it into a battery cell, you have to take all the chemicals that people like us are mining or refining and put them together into the cathode before you actually can start manufacturing the individual battery cells that go into the battery pack. That's the gap we're trying to fill. There is a bit of opportunity for us in North America, but that's where I see ourselves shipping to maybe Germany or Korea in the short term until we can fill that in.