On the estimates for shale gas--which many are saying is a game changer for the energy sector in North America--we're looking now at what we know after four years of increasing understanding. Even four years ago we were talking about importing LNG terminals to North America because we didn't have enough gas. Now we have a huge amount. We're looking at over a hundred years' supply, and for the next 10 to 15 years we're looking at very stable prices because of that huge supply. So it has really been changed.
On October 31st, 2011. See this statement in context.