This is a really helpful industry perspective, thanks csours. When GM and others are thinking about this, is it focused on beliefs in specific markets or globally? I know that many commodities trade globally but there is a ton of noise in DC about critical mineral supply chains and America's reliance on China but at the same time minimal movement on extraction and even less on processing domestically because of the environmental factors/NIMBYism. But if there were another trade war with China, would that change the equation for GM or are the rest of the markets a large enough weight that doesn't matter? Do you think GM and others believe there will be U.S. mines brought online or that all the growth in extraction will come from abroad? Given the pushback in other places (e.g. Serbia's Rio Tinto mine, Mexico nationalizing their sector, etc.) I'm pretty skeptical about being able to depend solely on foreign growth.