Listen, that's a very real concern. I talk with them about that all the time. I can tell you what their answer is, and they know the answer better than I do, so I'll relay what they tell me.
The shift in capital for oil and gas is largely driven by global oil prices and the fact that the U.S. has developed low-cost oil and gas fields largely through fracking. The fundamentals of reinvestment are driven mainly by those two factors.