That's a good question.
The reason I expect to see an increase in defence spending—and I think we're already seeing it—is that, first of all, the overt Russian invasion has, to a degree, galvanized NATO and pushed a number of the countries closer to meeting their pledges to increase defence spending to address some of these deficiencies. That's number one.
Number two, it is clear from the nature of the war that the consumption rates of artillery, drones and other forms of weapons and ammunition have been intense and indeed beyond what was, I think, anticipated by many. We're going back to World War II levels of consumption. Stocks have been drawn down to meet that. We don't have the production capabilities to maintain it. Therefore, we are seeing some new production facilities come online. Depending on the war in Ukraine...that will use more weapons and ammunition, and stocks will be replenished.
Number three, I would point to the general perception now that the world is, again, a much more dangerous place. I think many nations are looking to perhaps bolster their defences.
Overall, I think this will combine to see an increase in weapons acquisitions. The nature of those acquisitions, in addition to replacement, will be learning from the battles about what types of weapons, drones, air defence systems and so on are valuable and essential to war in the 21st century.