I think those authoritative sources like the IEA and NEB are probably the most reliable sources for domestic production. We don't have an opinion on what oil this displaces.... It all goes to the world markets, and as we've seen in recent years, there can be a significant shift based on technological developments. It's certainly the case in U.S. oil and gas production, where we've seen a major spike that was not foreseen by anybody. We're continuously tracking both the public and private sector forecasts, and we take them as part of our discussions. However, at the end of the day, it's a market-driven approach in allocation of resources.
On May 14th, 2019. See this statement in context.