It's a really good question.
I would preface my remarks by saying that over the last couple of years, there have been 17 battery announcements in Canada, including some in cathode and anode production, and should those investments come to fruition, there would be about $15.2 billion of new investment in Canada.
To your question, I think the cathode and anode production is starting to come. Right now we do need to align critical minerals and battery material production. Those need to be in place in order to move to the next cell, which is cell assembly and cathode and anode production. The announcement last week with Vale and GM around a nickel sulfide manufacturing plant in Bécancour is a good start.
I think the other reason they will come is that we do have clean power. We have a very clean grid. We have a skilled workforce. We have good workforce training. We have proximity to EV assembly in Canada, particularly as the Big Three have now switched to manufacturing EVs over the next couple of years.
I'd be happy to follow up more.