Yes, I do. Natural gas is the main driver of prices. Down in the U.S. it's very cheap. They do not price in emissions in the United States and that has caused a number of problems down there. We're seeing in New York they are implementing large subsidy programs to keep their nuclear power plants from retiring early because of depressed prices based on natural gas.
When it comes to trade between Canada and the U.S., at least at the moment, the differential is a lot less. But I think it is important to remember, as has already been said today, most analyses are showing that as we move toward these climate goals globally, and in Canada in particular, there's going to be a lot of electrification, a lot of fuel switching, and a lot of other changes that will need to be made where those dynamics won't necessarily be the price-setting unit in the long term.