Enrichment Is a Pinch Point, but It's Still Years Ago

Conversion is really the pinch point because you can't artificially increase capacity through any sort of mechanical or chemical means other than actually building out more conversion facilities. Enrichment you can artificially expand capacity by altering the process and essentially raising what's called the tails assays of the enrichment process. The Western enrichers are, like I said, prior, they're only 40% of global enrichment capacity similar to Russia and all of the West. But there's 70% of demand in the West.