That's really difficult to say. A lot of people speculate on the direct correlation: how much the price of nitrogen fertilizer, for example, can be explained by natural gas costs. I think Ag Canada came up with a correlation of 80%. Somebody else—I think it was the George Morris Centre—did a correlation on the price in southern Manitoba and said it was something like 27%.
I've seen different numbers. What the cost of natural gas will do—and it's about 80% to 90% of the cash costs of producing nitrogen fertilizer, by the way—is set the floor, and if that level of price is not achieved by the fertilizer manufacturer, it will cease production. It will shut down the plant because it can't afford to buy the gas to convert it.
By way of comparison, the global prices of natural gas would range anywhere from about $1 to $2 in the Middle East to $3 or $4 in, for example, Trinidad, to the North American price, which is similar to the European price for natural gas, $8 to $10. It's hard to say whether or not there's going to be any change.