The last quarters EFL conference call transcript is interesting in light of the speculative thread here on the main page.

https://twitter.com/domesticsupply/status/1404452528431976448?s=19

Some of the last questions asked were about financing.  EFL basically said it is coming from the government, Canadian and maybe some from the US.  They could be meaning indirectly as funding their customers.

https://twitter.com/domesticsupply/status/1404452528431976448?s=19