Sure. Let me explain it a little in this way. It takes about five years to develop and build a power plant. It's much longer, if it's a hydro plant; that could take up to 10 years or more. It's a long cycle.
Like any industry, we respond to price signals. We have a low price signal right now. Nobody is going to invest, or it's going to be very difficult to make investments in that context. The challenge I'm pointing to is simply that if we have a protracted low price period and then get started with new investments, there is potentially a gap. This doesn't mean we won't make the investment; it just means that we're going to be challenged for a while.