I think it means that prices are driven partly by the demand side, which we just talked about with respect to China, and partly by the availability. There are large projects projected internationally. It's going to be more difficult to bring these projects into production, in terms of companies needing to invest a lot in infrastructure to get the products to the marketplace.
There is a sense that a lot of the low-hanging fruit around the world has been found, so companies are looking in more remote regions—areas such as Africa, Mongolia, Tanzania—where the infrastructure is not what we're used to here. It's going to be more difficult to bring these projects on cost-effectively and in a timely manner.
Those are the kinds of issues we would classify under “sticky supply”. That situation may be seen more in the coming years as demand turns up and people start to look at where all this stuff is going to come from.