Maybe I can start.
We did a report on the outlook for the manufacturing sector in light of the decline in oil prices and we took on board some of the considerations, that it is more the structural change that made the manufacturing industry different, insomuch as it is not positioned to recover through this period.
What we found is that the auto sector—15% of the Canadian economy—is running up against capacity limits. If you look at capacity limits as being pre-crisis levels, the auto sector is already back there. But they could always lengthen shifts and run a bit longer, and then, if that doesn't work, they invest, which is—