year is natural gas prices have come down a lot, but crude oil has gone higher, so that spread has heidenedand that's a little bit linked to the chemical, to the chemical returns. the companies are delivering. so certainly not a bad environment. global demand for stuff is actually pretty good. what we saw last year, the crisis. hey've rallied dramatically. it's been quite ok, so if you had the right spread, you did pretty well. scarlett: we heard about a lot of companies creating a better situations for themselves, but it's still costing exxon a lot to get oil out of the ground. >> definitely he tracks costs remain high. if you charge extraction costs versus the price of crude, it's pretty dramatic. this chart, which is 1123 on the terminal, it shows that extraction costs haven't come down with the price of crude. now, this goes to 2015. so the price of crude is going to be up another 25 cents, 25%, and you actually see cap ex down 33%. but jason, let me ask you, i mean, when we look at extraction costs, that's a different number than cap ex. are they able to get their extraction costs down