Global Crisis: LNG, Helium, & AI's Looming Supply Chain Crash

But I also want to remind you and your audience that even if we were to restore the normal ship traffic, there are long-tail effects of this that will clearly last for many, many years to come. And I I think the the narrative of the understanding of the ramifications of this has to shift to the downstream effects of what's happening right now or what has already been damaged. For example, the um what is it? The Lastra and field in Qatar. So, you know there are I believe 14 LNG trains there. They're not they're not, you know, choo-choo trains, they're they're production facilities. Uh two of them were destroyed. Uh that was that happened, you know, a couple of months ago when Iran retaliated and destroyed a couple of those LNG trains. The repair time on that, according to Qatar energy itself, the repair time is three to five years. So, even again, even if Trump if if he were to sign an actual peace deal and stick to it, which seems unlikely at this point. If he were to stick to a peace deal, three to five years goes by before we get back to even ...