If you think this is a tough environment, the fire hose is going to be on full stream in the third quarter.

They can, in fact, expand the industry as they bring on new capacity. And that's partially a function of the miniscule penetration rate so far in the North American travel or tourist market.

There's an unprecedented imbalance. And it's going to get worse.

They're not as directly affected by the West Coast traffic.

They're not really equipped to handle such a surge in volume.