Well, you had more competition in refining. And as I said, in the last 20 years you only had three good years of refining margin, which was the last three years. And this year it is pretty bad.
The reason is very simple. Supply and demand do work on refining in the sense that as the refining margin increased, and they increased because the product balance was very tight—the diesel and the gasoline, not the crude—suddenly we added refining capacity. And we're adding a lot of refining capacity right now in China and in India and the Middle East and in the United States, while demand has been decreasing. So the refining balance, if you want, for gasoline in particular has really gone quite negative and the refining margins have decreased. And I think they will be low for some time, going forward.
Really, the bite out of the price is coming from the crude, not from the refining. It's really the crude price that is driving the gasoline price at the pump and not the strong fundamental for product.