There is no strategic government reserve of natural gas or refined products, and right now the biggest concerns in the marketplace are for products.
Concerns about the economy have tipped the 10-year down. Obviously if rates rise, we should see some slowing, but we don't anticipate any type of collapse by any means.
The bigger question is does OPEC have excess capacity that it can tap into in the longer-term, ... It appears they're unlikely to raise their quotas, and that's not going to assuage market concerns about their capacity.