Absolutely. Canadian production of helium is somewhat stalled at this point, given investor sentiment and the inability of companies to raise adverse capital. The helium is produced as a gas at local facilities. It's finished up as a liquefaction for use around the world for transport, etc.
Now, the limited scale of Canadian helium production, at this point, doesn't justify these central liquefaction facilities. There are facilities in the U.S.—Montana and Colorado, etc.—where all Canadian gas is sent for liquefaction.
This increases the operating costs, and once the helium gas is in the U.S. for liquefaction purposes, it's subject to restrictions in terms of coming back to Canada for Canada's helium needs. Is this a possibility? Well, with the trade tensions we've seen, absolutely. Also, helium consumption in the U.S. is dramatically increasing as a result of the repatriation of the chips—fab shops—and also the dramatically increased space flight.
What we see is that, where the U.S. likely is to become a net importer of helium within the next three to four years, once Canadian helium is in the U.S. for liquefaction, there's some risk that it won't actually be able to come back to Canada for Canadian needs.