Industry is expecting to see demand signals that are firm, binding, signed contracts. These investments in production lines to ramp up will take capital investments that repay themselves in the order of 15 to 20 years. This means that they need to be backstopped by a procurement size that is large enough to, effectively, run the line for that long a period of time in order for them to recuperate their investment.
That's first and foremost: signed, legally binding contracts.