Yes, in terms of the east-west pipeline, you're talking about oil. This is primarily used as a transport fuel.
As I've said, within the EU, certainly there is a possibility. The EU imports oil and gas in significant quantities, so there is the potential. However, the question is unresolved as to how that fuel source will be treated within the EU because there is a debate that's ongoing that could have legal ramifications, which is that the products derived from the oil sands within the EU could be treated as different from bitumen that's derived from other sources that are deemed to be less carbon intensive.
If the EU decides to stay neutral, or they decide, for instance, to relax the debate on this issue, then there would probably be quite a market for this product. However, if they go in the other direction and they implement the fuel quality directive—I don't think they will, but if they did—it would make it more challenging. In all likelihood there would be a carbon tariff or a penalty you'd have to pay unless you could offset that through the production of other sources of energy that don't have emissions.