First of all, we're looking for the American economy to grow relatively slowly in 2007, but to go back, roughly, to potential in 2008-09.
What is the weak part of the U.S. economy? We think housing--residential investment--will continue to be weak right through 2007 and 2008. That has a big impact on us, not just for lumber but for other products. And we have a little box in here. So that is probably the biggest single factor.
The one other factor that has been a worry is automobiles. The inventory correction now appears to be largely over, and while we won't see 18 million units a year being sold in the United States, we should see sort of normal demand return.