You mentioned a 10-year time frame. For me, the question of timing is important. There's a balance to be struck. I would say that if we simply wait before investing in infrastructure, we will inevitably miss opportunities that arise in the coming years.
The idea is that, in many places, our supply chain is already operating very close to full capacity, so if we wait for demand to materialize before justifying those investments, it's possible that we'll miss opportunities.