The producers in the tar sands are now looking at alternative measures for fuel. They have to find an alternative measure, because they have these numbers themselves. With natural gas being so unstable, they have to have a stable fuel source, and that's why they're going to the different fuel sources in order to substantiate their development.
It's like buying a car and knowing you're not going to have gas for it in 10 years. Those guys are building cars up there, and they're not going to have any way of getting them out in ten years, with their demand requirements and the depletion rate they're looking at.