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Energy and the Oil Industry - What's Going on at Xon?
One of our largest holdings in the spaces company called barrack a, run by mark bristow. He inherited a range of social license issues, but i think if you look at their actions over the last couple of years, they've made meaningful progress on all those issues. And i think it's a good example of someone trying to do right. They've also set a very clear road map to carbon mitigation overtime. It will position them on the right side of the cost curve long term. But one can't lose sight of the fact that there are certain applications for which dense and portable energy still is going to require oil for a very long time.