Kenneth Gillingham

U.S.

aluminum rises along with the broader commodity, and so U.S.

prices have gone up, too.

You know, you go to a restaurant and the lobster on the menu will say market rate.

We don't get to say that on our components.

The things you can control are efficiency, how well we sell and market the product.

The new increases from the Iran war just falls right into our same playbook.

Now they're being run all the time.

With a few years' time, that's when you can start building out more wind, solar, and batteries because those are the cheapest forms of electricity available.

And then all of a sudden gas prices spike.

It's like, well, are you sure you want to do that?

Because the scale that you're doing in one of your products, you can actually apply others.