I think this is about opportunity and opportunity loss. We can leave it to the market, but we think it's going to happen.
I'll give you the example of Shell's investment in Alberta. They're spending $250 million to build an LNG facility west of Calgary. They're doing that to support the transportation market and they're going to use that fuel. They will be able to move it by truck and rail to support our western corridor, and they will also sell into other markets, like drilling rigs and stationary engines.
I think the question for the committee and for Canada is how many more of those investments there will be and how we can encourage those investments to happen in the next three to five years rather than the next ten to fifteen.
I mentioned the marine market. That could be a bit of a pain point. To comply with the emission standards coming in 2015, the shippers will either have to add scrubber technology, though there's not enough capacity to get the ultra-low-sulphur diesel they'll need for marine, or they'll have to go to LNG. The challenge with LNG is that they need it at certain points and they need 100% certainty that it will be there. Their timeline on vessel modifications is a minimum of 18 months, and it's usually longer than that.
That could be one area where there are some challenges. We're seeing Transport Canada starting to work with them very closely on how we facilitate this so that the shippers don't hit these crunch points. But on the onroad side, it's really about investment stimulating that private sector investment and shortening the timeframe it's going to happen over.