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The Supply Chain Crisis in the United States
There's plenty of fabs that can go up in Southeast Asia and build microprocessors. The cars are sitting on the lots that basically just need a couple parts to come back into the market. Infrastructure is a bit longer dynamic, but when you look at the big projects that add a lot of barrels very long term, offshore platforms,. North Sea, ultra deepwater Gulf of Mexico, off of South America, the CapEx just isn't there.