We haven't done a lot of.... As I say, I try to do some simple stuff to indicate the magnitude of the policy impact as opposed to trying to work through how it affects investment, which is a very tricky piece of economic analysis to do. It's classically very difficult to predict oil and gas investment.
There are some things you can focus on and see. For instance, where your competitiveness is really at the margin, there are things like upgrading, as I mentioned, and now natural gas. B.C. shale gas is competing with U.S. shale gas much closer to the markets. It's at the margin. If its economics get upset relative to the U.S., then that will disadvantage them and tend to swing investment south of the border. The same would go for the upgrading.
How much would it affect bitumen production? That's a tougher thing to gauge. It depends on people's expectations about world oil prices. Of course, we don't pass the costs on to consumers. Our prices get determined in that international market. The effect of the policy is solely on the industry; well, it does have repercussions on the employees and the government and so on.