The Importance of Price and Power in an Inflationary Environment

One area that we're doing a lot of work on is certainly the energy material sector. We are very under-exhated, particularly in the energy space here in the U.S., but also in some pockets and materials. When we enter coming out of a recession and we start getting a little bit more growth, then we're going to find ourselves particularly tight where we typically want to expect to be tight.

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