The U.S. has a tremendous supply of natural gas. We're down in our natural gas exports to the U.S. because Canada has a big supply and the U.S. has a big supply. That's where we're looking at Kitimat in terms of exporting LNG to the Asian markets. The Prime Minister did a good job in China. Again, we see that as a tremendous marketplace.
In terms of a North American strategy for natural gas, we are probably at least a couple of years behind the U.S. on the transportation side, both for natural gas in heavy-duty vehicles as well as for light-duty vehicles. In terms of off-road, I would probably think that we are on a par with the U.S., whether it's oil rigs operating on natural gas or some of the other modes of transportation.
As for the potential marketplace, I have to bring in the global context, because Australia wants to be the number one exporter of LNG in the world and to supplant Qatar. In that particular opportunity, we may be remiss if we don't get on with looking at the export markets for natural gas. When we look at a North American strategy, we have to look at trade diversification as well.