The refining industry globally is set up so products are refined locally. Crude oil is imported or comes from local sources and it's refined locally. It's just the way the industry is set up. It seems to be the best way to do it. Partly it's because we think of gasoline as a commodity and it's not. There are all kinds of different blends even in Canada in terms of how different regions have different requirements—weather affects it, all kinds of different things. So it's not a commodity product and that's part of the reason why it's refined locally, because it's adapted to local markets. That's part of the problem with the proposal of building lots of refineries to make gasoline or diesel products internationally.
In terms of upgrading, ultimately it's up to the industry to decide whether or not they can make money. Really what matters is the price differential between heavy and light oil. Is it worth investing billions and billions of dollars and upgraders to take advantage of that differential? Right now, they're making the decision that they can't make money doing that. That said, there are lots of technological possibilities around less capital-intensive partial upgrading. These are things that are interesting in the sense that there's a way for companies to potentially move to a medium grade oil or at least move away from bitumen, which requires diluting, to a heavy oil that does not need diluting and get more value that way.
So it's around can the businesses—