If I might, I think it's not just because the demand is there; it's also that the oil price, globally, had increased over the last number of years. And the economic incentive was there because the revenue from the projects exceeds the costs of doing that business.
So yes, you're right. There's an economic incentive for the owners of the leases to monetize their assets. And that's what we're reporting on, that level of planned activity. In essence, you're right. Those other influences that Jim Donihee enumerated will likely slow down the pace of activity beyond what we've even shown in our constrained cases. I think already since we did our piece, those constraints have increased, if anything else.