There already have been shortages, and there's a risk of further shortages. There was also a fire at an aluminum facility in the United States, which did have an impact on the automotive supply chain. I think there is a recognition of the challenges here. Frankly, the Americans can't build more smelting capacity. The reason we have such a competitive sector here in Canada is that in Quebec you have hydroelectricity, which has created this phenomenal aluminum production ecosystem. There's no world in which the Americans build capacity. Most of their electricity is going to data centres right now, not aluminum smelters. They need Canada, and I think there's a recognition of that.
