Energy Supply Chains: Why Recovery Takes Longer Than You Think

Well, one of the silver linings in this is that it is teaching anyone paying attention, is teaching them about where their energy comes from, the long supply chains and the the very complex series of events that have to take place, not not just for the oil to flow, but also for the infrastructure, for example, for natural gas to flow. So, a couple of questions for you on this. It seems to me that most people are vastly underestimating the recovery time from this, because if Trump were to announce legitimately an actual agreement with Iran instead of just one that's in his mind, but one that Iran agrees to, and then if the strait were to be announced, okay, we're going to open it tomorrow. A lot of people assume, well that's great, gas is going to be lower next week and everything's going to flow next week. And that that is not at all the case. Can you speak to this this uh this gap, this chasm between perceptions of how quickly things can come back on track versus the physical reality of what it takes. Uh yeah, absolutely and you're and you're quite right, Mike. ...