The Role of China in the Green Energy Transition

We're starting to see it quite substantially. You look at the European utility space and you look at some of the big contracts that have been written for future capacity. That is a pretty clear signal that substitution from Russian natural gas is leading to pick up in demand for US onshore natural gas. What about other critical natural resources? We hear a lot about the rear earth and other minerals that are going to be critical to the green energy transition. Are we seeing more investment opportunities there as well? It's a really good question. And I think actually, something that hasn't yet been focused on in maybe the magnitude, it needs to be focused on.