Yes, natural gas has historically traded at a discount to oil, but it used to be that they would track, and now the analysts think that because of this supply change in North America, it has uncoupled. That's why we're starting to hear major vehicle manufacturers like Caterpillar, for instance, saying that they see this as the future, and they're investing to bring natural gas products for mine haul trucks, off-road trucks, and so on.
It's not there yet for the really heavy equipment, but we're hearing these kinds of announcements because they're looking at that supply outlook and are really repositioning strategy-wise.