Clearly, the supply-side impacts have been bigger than anybody anticipated. Demand has been growing, just not as quickly as people originally thought. Most of the effects are demand driven. As for people using tankers for storage, those cases have been going down.
Right now, as I said in my presentation, if you look at the most recent drilling report that came out two days ago from the EIA, we will start to see a fall in production come April. The expectation is that the productivity people talked about for shale can't keep up with the fall in the rigs. The expectation is that, while inventories are building up in the States and elsewhere, they're expected to start to come down.