They have made public statements suggesting that it could have both short-term value and longer-term value, but I think in the current moment, when U.S. oil production is at record highs and they're still seeing a lot of investment in shale oil in Texas in particular, the immediate need for that oil is less. Of course, things keep changing, and we have the crisis in Iran, but the Venezuelan oil production increase will not be enough to displace the 15 million or 20 million barrels a day of supply being disrupted in Iran.
Ultimately, this is more about a medium-term and long-term option value for the U.S.—and, of course, about keeping the resource out of the hands of the Russians and the Chinese.