Yes. According to our estimates, there is a deficit of EV sales between now and 2030 of about 550,000. That's compared to the government-mandated targets. To manage that deficit, companies have to contract with automakers that have surplus EV sales, and that would be anywhere from.... As we get toward 2030, the number could be as high as $3.6 billion, but according to our estimates, over $1 billion has already been committed to this.
