So to me, the goal should be data centers, if they're going to be built, that are on the grid, paying their fair share and even like going beyond their fair share.

They need to bring their own energy, they need to invest in our grid, they need to report their water and power usage, they need to hire good talent so that they create jobs in the community and they need to bring community benefits.

And yeah, I think if the forecasts around the number and size of data centers that we're going to be building in the US over the next five years, yeah, I would expect batteries to be an increasingly substantial part of that.

So we had just seen this. Not nice to have component, but need to have component for battery storage with data centers. And every data center now I think is earnestly contemplating or planning or putting purchase orders against batteries.

But I think you're going to continue to see an issue in terms of deliverability in those peak months. And so who's going to get the gas when it's really cold?

So I think the story is volatility. It's not high prices, it's how do you manage the volatility on the day.

It is price. Price is the mechanism that causes a decrease in supply to lead to a reduction in consumption and a reduction in emissions. And the price has other effects that need to be considered.

Something that a lot of folks don’t know is that when fuel prices spike, oftentimes those costs are actually directly passed on to utility customers,

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.

If you're going to compete head to head with China on LFP here in the States, I wish you good luck. It's going to be challenging.

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.