What I have seen when I've travelled to other countries, and what I have heard from my colleagues who've also travelled to other countries, is that they all want what Canada has. Whether it's the Mittelstand companies in Berlin—which are feeling the threat of their uncertain supply chains, from a critical minerals perspective—seeing Canada as a solution...or whether it's our LNG or any of our resources, they see Canada as a reliable and fair trading partner. They see Canada as a country that will not use their energy or critical minerals for coercive political ends and that shares their values. What I hear, over and over again, is that they want Canada. Canada provides them the diversity of supply, the security and the sovereignty they are looking for.
I was really struck—I was in Germany speaking with people from a number of the large utilities there—when they said to me that they relied on Vladimir Putin for their natural gas, but that was a huge mistake. They said that their economies ground to a halt at the start of the war in Ukraine. It has taken them an immense amount of time to get off that reliance. They're now being told they have to buy their LNG from another supplier. While they may be comfortable buying some of their natural gas from that supplier, they have no interest in becoming beholden to that other supplier.
By the way, when they can get Canadian LNG, which is produced in the most environmentally responsible way out of any LNG in the world—we have the lowest carbon intensity of any LNG producer in the world, and we do it in partnership with first nations—they say, “I like that. That's consistent with my values. If I have a choice between two suppliers, that's a supplier I want to buy from.” I use that as an example.
I could do the same thing with critical minerals: They want to buy from us, not from non-market actors who will use their critical minerals for coercion.