It's really a historical response. Canada chose a technology, the CANDU reactor, that did not require enriched uranium. One of the rationales for enrichment of uranium domestically is always a domestic need, first of all. Now we're in a different phase of our nuclear history, with the development of SMR technologies. We used to be a CANDU country exclusively, and now we're going to a mixed technology. Some of our allied partners have CANDUs, but a lot of them have light water reactors that require this infrastructure.
It's not just about domestic need. Yes, that's going to come to Canada, but it's also about supplying the world with this needed commodity. Canada, as a tier one nuclear nation involved in many aspects of the nuclear fuel cycle, is very well positioned to support our allies, especially given the geopolitics of how this commodity market has emerged with Russia and China dominating it. Our allies—the U.S. included—are trying to wean themselves off dependence on Russian enriched fuel in particular.
As Canada goes through more technology selections that may include light water reactors that require this fuel, we don't want to be in a dependent situation. We should have the ability to provide all the operational requirements for the energy infrastructure that we're building.
