Good afternoon, everyone. I am working standing up a business that is in the energy industry. I am still in the early stages, but I am motivated and excited. I am here to grow my network and learn as much as possible. My hot take is that we now have too many markets competing for similar materials. Lead times are ultimately going to choke out projects before they even finish development. Specifically, transformers, inverters, and breakers. Many companies are going to need to start stockpiling (safe harboring) materials far in advance if they want to bring projects to market.