On our side, we like to talk to the shippers, those who have the cargo and make decisions on where that cargo should go, and we like to talk to carriers, those who will carry that cargo.
An economist will build a model, and usually it's very well built in the sense that they know everybody is going to challenge them and they don't want to lose their reputation. I'm not challenging the economics model, but when you start having conversations.... Yesterday, there was a meeting with the CMC. There was a lot of conversation from the carriers, who were talking about the potential cargo and what the shippers are telling them.
Some time ago, there were conversations about extending the navigation season at the seaway, and the conversation was about whether there would be cargo if we were to extend the season. Now the conversation is more about how we are being told that there is a lot of cargo that could move, and it's not cargo that should move during the summer but that's going to move in the winter if we extend the navigation season. It's new cargo that will become available.
