japan given what's happened. as i'm sure you know, japan is the world's largest importer. most are what they're saying what they're missing in nuclear fuel, they'll make up with imports of energy. >> the impact for global prices is going to be quite severe, then? >> well, the energy market is actually more -- it'll be able to absorb the shocks better than the oil market because there's a lot of capacity. they're going to boost supply. and i think what's going to happen is prices have been depressed. they've been around the $4 per unit mark. but the impact could be felt higher in europe where prices are likely to increase. >> okay. what does experience teach us, if you like? clearly the kobe earthquake 16 years ago provides some kind of point of comparison for what's going on and other situations where emergency supply has been severely impacted. are we likely to see a relatively rapid recovery and therefore the price of lng coming down? >> charles, let me just talk