I must say I'm slightly baffled by this. Most people would agree that part of the problem has been inadequate capacity in the industry, if you look back over the past 10 years and particularly look at recent experience. People are in business to make money; that's why companies operate oil refineries and oil wells and convenience stores and all the rest of it. So it seems to me that what we would want to do, if we want to encourage more oil refineries and more capacity, is allow people to make an adequate rate of return on those investments. People will not shut refineries in a competitive market unless the rate of return on those refineries is too low.
I will say I have heard from major oil companies that one of the reasons they have not built more oil refineries is that they expect oil consumption to drop.