Anybody who's spending that kind of dollars is doing it with some kind of knowledge base of heavy oil. That doesn't necessarily mean Canadian heavy oil, but they're likely in the Canadian heavy oil space already.

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I think it was idle speculation that drove Shell Canada up last week. I don't see Royal Dutch being willing to pay up. This is something they've evaluated every year for the last 15 years, so why in a $60 oil environment is there a desire to rush out and do this? It makes no sense.

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