Europeans, Americans, but obviously, Idaho produces a concentrate intermediate product. None of these consumers can actually use it.
They need to come back to us or one of the major trading groups to convert or toll that into a form they can use for their physical flow sheets. Sao Miguel Refinery provides a mechanism to take the product to market in a form that it wants.
It's within our control. We control it. I'm not trying to negotiate with other groups that control refining capacity and coax capacity out of them on attractive terms.
We own the refinery; we control what's going on. Certain groups will make a big deal out of being committed to certain trading groups, as though that's an advantage. We work for those groups, and I can tell you - exclusivity doesn't equal enhancement of economic terms for the junior.
We spent our whole career nailing juniors to the wall. If you look across the asset base of many of these trading groups, many of the assets, because we screwed juniors into a corner, and they defaulted and then we took the keys. That's the business model.
The fact that we've got a Refinery asset, we control what's going in, we control what's going out ...