It's complicated. Energy production is complicated. I don't think we're in a world of simply no hydrocarbons. We're in a long-term transition.
What really happened in Canada was that oil sands came on quickly, with several large projects coming on quickly and at the same time. At the same time, long-term pipeline projects slowed down and several were stopped. Therefore, we had this surge in oil sands production, combined with anticipated pipelines not going forward and pipelines being delayed. The combination of restricted takeaway capacity and oil sands surge has left the conventional oil and gas business in a real squeeze.
The differential is effectively that the price we receive in Canada for the oil, because of these limited pipelines, is so much lower than the price the U.S. receives in the Permian Basin that the capital is being attracted to the Permian Basin well before Canada, for gas and for oil.