I know you talk to people in the electrification sector. Many companies are saying that, because of the U.S. Inflation Reduction Act, they're going to have to open a plant in the states if they're going to survive. Not everyone can afford to do that, so we could see companies relocating to the states. Some could be forced to pack up and move to the U.S.
On October 21st, 2024. See this statement in context.