Global Energy Shock: Drones, Red Sea, & Looming Crisis

Okay, Matt, one other thing that's happening that underscores exactly what you just said there or reinforces it is the fact that the Ukrainian drones, which are really NATO drones launched by Ukraine, are taking out Russia's oil refining capability on a large scale. And so that's causing more of a global shortage of the refined fuels from oil, forcing Russia to have to import diesel. At the same time that now what the Hoodi has announced with the Bob el Mandeb is going to deprive, I think, the world of maybe up to about 6 million barrels per day that the Saudis were managing to move through that pipeline, you know, to the southwest there. So The Yanbu pipeline. That's it. So now, so we're seeing millions of barrels taken off the global supply of the commodity. And then many millions of barrel equivalent of finished products, including jet fuel and diesel, taken off of the international trade stage. And uh, so so Matt, what are your final thoughts on that? And then I'm going to go to Michael about the I I just saw your post this morning where you you retweeted, I I didn't don't even I ...