The biggest single event was probably the Inflation Reduction Act in the United States. It has gone some ways, but even in recent days we've seen that they are backing off from some of the commitments to shore up the security of supply chains. Chinese graphite in particular has been exempted for a couple of extra years.
This actually speaks to the issue I mentioned earlier, that without some consistency in government policy, market players and capital providers will second-guess that policy and say that if we will just have to live off Chinese supply for two years, then what's to say that in two years' time we won't get another two years and another two years after that? With respect to a lot of these decisions, although on balance things have gradually moved in the right way, I would say they have not moved at nearly the pace that's required if we want to achieve anything within a reasonable time frame, such as 10 years.