The two hurricanes coming so close together really illustrate how much of our offshore production was affected,

The real issue is offshore production.

When we sort of got close to production, her name kept coming up. She came in and read and she nailed it.

If we see softening figures for demand, then it could take the market down. Hurricanes affected supplies and the demand side was roaring, but now production is coming back online and we're seeing demand erode.

We got a bigger-than-expected decline because offshore production is still down by more than 50 percent and imports were down. The shock of Katrina is still being felt.

We fail to boost our offshore production at our own expense.