When we're thinking about lithium batteries, there are various minerals that can be in them, including lithium, nickel, manganese, cobalt and iron. Canada has a large land mass with lots of minerals. We already do inputs into battery supply chains, especially nickel and iron.
You're correct that rare earths can be tricky to extract and tricky to process, as I mentioned previously to a member of the committee. A lot of the processing and refinement for the minerals is concentrated. That is an aspect where if more of the value chain can be domesticated.... An area where we are already seeing a lot of domestication, both in Canada and globally, is in the assembly of battery energy storage systems.
Andrew mentioned EVLO, which is a company that does assembly in Quebec, and there are numerous companies in the United States and Europe that are also doing assembly of cells. We can think of that as very analogous to auto assembly and auto manufacturing.