What I'm trying to say is that the supply is constrained, not the demand. And the supply of factories themselves are constrained as well. So they need to build more factories, which they are doing at an impressive pace. And for building factories it's similarly not the land or the money or the red tape that's the issue. It's the time to build a factory that's the limiting factor.
JumpCrisscross|1 year ago
You don’t think having the heft of the U.S. government behind one of those parties will help with that access?
Fredej|1 year ago
voisin|1 year ago