The Euro Dollar and the Ukraine War

The Ukraine war has gone way to the back burner. Not a lot of people are paying attention. Europe got lucky last year with the weather. And I wouldn't count on the weather being cooperative. There is a huge new system in the Pacific a grand El Nino which has implications for supply issues in cold winters in Europe. Droughts in the Midwest. So, you know, we have some weather patterns that are going to change and Europe will need lots of natural gas.