1
00:00:00,634 --> 00:00:01,937
The twin

2
00:00:01,937 --> 00:00:02,718
or the

3
00:00:02,718 --> 00:00:03,429
tool actually

4
00:00:03,429 --> 00:00:04,430
tells you

5
00:00:04,430 --> 00:00:05,000
that, okay,

6
00:00:05,000 --> 00:00:05,481
you're going to

7
00:00:05,481 --> 00:00:05,912
run out of

8
00:00:05,912 --> 00:00:07,113
capacity in

9
00:00:07,113 --> 00:00:08,955
June, 2028

10
00:00:09,276 --> 00:00:10,196
at

11
00:00:10,277 --> 00:00:11,458
this speed.

12
00:00:12,235 --> 00:00:12,725
with this set

13
00:00:12,725 --> 00:00:13,626
of demand and

14
00:00:13,626 --> 00:00:14,836
this criteria,

15
00:00:14,836 --> 00:00:15,346
if nothing

16
00:00:15,346 --> 00:00:16,181
changes. Yeah,

17
00:00:16,181 --> 00:00:16,992
so that

18
00:00:16,992 --> 00:00:17,522
proactive

19
00:00:17,522 --> 00:00:18,814
feedback

20
00:00:18,814 --> 00:00:19,314
is what I

21
00:00:19,314 --> 00:00:20,515
would see people

22
00:00:20,515 --> 00:00:21,716
focus more on

23
00:00:21,716 --> 00:00:22,998
is, you know,

24
00:00:22,998 --> 00:00:23,608
not as much

25
00:00:23,608 --> 00:00:24,159
as how do

26
00:00:24,159 --> 00:00:25,320
I model and,

27
00:00:25,320 --> 00:00:26,201
you know, which

28
00:00:26,201 --> 00:00:26,712
model do I

29
00:00:26,712 --> 00:00:27,893
create, but for

30
00:00:27,893 --> 00:00:29,194
my supply chain,

31
00:00:29,194 --> 00:00:29,705
what is that

32
00:00:29,705 --> 00:00:31,096
proactive feed

33
00:00:31,096 --> 00:00:32,007
that will alert

34
00:00:32,007 --> 00:00:32,918
me, you know,

35
00:00:32,918 --> 00:00:33,558
what are my

36
00:00:33,558 --> 00:00:34,059
sensitive

37
00:00:34,059 --> 00:00:34,759
parameters in

38
00:00:34,759 --> 00:00:35,350
the next three

39
00:00:35,350 --> 00:00:36,540
to five years?

40
00:00:36,673 --> 00:00:37,292
Yeah.

41
00:00:37,292 --> 00:00:38,099
since we do

42
00:00:38,099 --> 00:00:38,861
leases

43
00:00:38,861 --> 00:00:39,581
oftentimes for

44
00:00:39,581 --> 00:00:39,972
these big

45
00:00:39,972 --> 00:00:41,032
companies,

46
00:00:41,032 --> 00:00:41,602
the difference

47
00:00:41,602 --> 00:00:42,243
between three,

48
00:00:42,243 --> 00:00:42,913
five, seven, and

49
00:00:42,913 --> 00:00:43,564
ten years,

50
00:00:43,564 --> 00:00:44,024
they're all

51
00:00:44,024 --> 00:00:44,684
juggling what

52
00:00:44,684 --> 00:00:45,385
should I take?

53
00:00:45,385 --> 00:00:46,595
And that's all

54
00:00:46,595 --> 00:00:47,936
like in relation

55
00:00:47,936 --> 00:00:49,117
to their debt

56
00:00:49,117 --> 00:00:50,377
maturity

57
00:00:50,377 --> 00:00:50,887
or their

58
00:00:50,887 --> 00:00:51,798
contracts with

59
00:00:51,798 --> 00:00:53,199
their customers

60
00:00:53,199 --> 00:00:53,859
or the other

61
00:00:53,859 --> 00:00:54,659
host of other

62
00:00:54,659 --> 00:00:55,020
like a

63
00:00:55,020 --> 00:00:56,240
liabilities or

64
00:00:56,240 --> 00:00:56,671
revenue

65
00:00:56,671 --> 00:00:57,321
opportunities

66
00:00:57,321 --> 00:00:57,711
that are all

67
00:00:57,711 --> 00:00:58,402
contractually

68
00:00:58,402 --> 00:00:59,052
based that they

69
00:00:59,052 --> 00:00:59,982
have to

70
00:00:59,982 --> 00:01:01,503
juggle and to

71
00:01:01,503 --> 00:01:02,317
like make the

72
00:01:02,317 --> 00:01:03,594
appropriate like

73
00:01:03,594 --> 00:01:04,522
decision.

74
00:01:04,522 --> 00:01:05,022
with all of

75
00:01:05,022 --> 00:01:06,042
that in mind.