We need to understand, as Mark is alluding to, that supply chains are shifting. Those supply chains create opportunities for us in those new spaces, but we need to take a sustained view of the fact that the U.S., as an energy power, has also undergone a lot of changes.
There might be some more opportunities for Canadian oil and gas, given what's happened to shale production. That might be a shortage we can fill, but overall what you are seeing with the U.S. is an effort to greatly increase its energy sovereignty, both in terms of what it can export but also in its electricity markets.
We need to be very mindful of creating the opportunities—for instance, for our utility space to make those exports—but also think about ways in which we can continue to serve our own internal markets to make sure we're ahead of the long-term changes that probably we will see in the U.S. energy economy.