I have a question, Dr. Johnston, for you specifically.
In our last meeting, we were talking about whether or not Canadian expertise could be used to help Venezuela rebuild its oil industry, and there's the whole issue of the sanctions that are presently in place, which make it impossible for some people to work with other people in Venezuela.
I want to ask you more broadly about something else that came up about geopolitics. You mentioned that one of the consequences of the U.S. action in Venezuela is that it likely will diminish the price that Canadian oil exporters get on the southern gulf coast of the United States, but it will mean increased demand from the west coast because of Chinese demand. Could you elaborate a bit more on how that dynamic might play out?