First, on energy security, they are extremely exposed. They were reliant on Russian energy before the Ukraine war, so we have a real opportunity. Our LNG exports out of the west have already found a willing audience.
In the medium term, in my conversations with some of the Japanese big houses, they are absolutely confused by our jurisdictional chaos in Canada and internal barriers to trade. They don't understand why we can't get out of our own way, so we need to deal with that.
In the long term, our relationship with the U.S. and our CUSMA arrangement is very important to investors.