I'll tell you the way to have the biggest impact on the domestic battery manufacturing industry is by having high demand. If you get high demand here locally, that domestic manufacturing will follow very quickly.

The EV market is much, many times bigger than you'll ever get in the ESS market. So the, and we think, I mean, I think the upside here is tremendous on the EV market side.

I think the biggest challenge is the supply chain. How are we going to bring this supply chain over to the West? It just is clearly still dominated by the Chinese.

I think it also de risks us from supply disruptions, being vertically, vertically integrated and having our own source of materials. I'd say it's more from a resilience standpoint, ensuring supply.

Even Tesla today, where they've got their production in Texas and they've got R and D in one location, pilot in another location, prototype, we've got everything in one location, which really gives us an advantage because you can imagine putting engineers together.

The first platform team was the LH and it was cross functional engineering, purchasing, manufacturing, finance, product planning, design, all working together on the same team and got that one launched.

My experience is the most of the OE customers are not interested in that right now. They have plenty of technology. They've invested a lot in technology. Now it's, how do we take the cost out with the technology that we have?

What I've grown to appreciate more in these last couple years being in industry is how important designing for cost, designing for manufacturability and understanding one's supply chain is to having a viable product.

The really good manufacturing plants didn't automate the manual process that humans did. They started from scratch.

Instead of building and testing everything, can you do stuff virtually so you're not building and testing as many iterations as we have in the past? And then are there lighter materials, less expensive materials to put in the tires?