Perhaps I can add something with regard to what we see going on right now in terms of the upgraders. They are not eligible for the accelerated capital cost allowance that's now in place federally and provincially. What we're seeing in the U.S. is that their refineries have been given a special accelerated capital cost allowance to convert in order to handle heavy-grade Alberta bitumen. And once that stuff starts flowing in pipelines, it's very hard to reverse it.
So clearly, yes, government policy has a huge impact on the structure of industry and where things get upgraded.