Brian,I beg to differ,latest data shows consumption increasing,those tankers are delivering those loads they held until prices rose,inventories are on the wane and developing nations are picking up the slack,the USA will soon be knocking on the demand door,at least that,s my take of latest News,Hydrogen "cracking "will soon replace SAGD reducing costs of Tar Sand production ,in the mean time bbl prices will escalate JMVHO eh.