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The Shipping Crisis and the Supply Chain Crisis
The shipping crisis the fact that shipping rates have gone down but you know they're causing inflation and there's a supply chain crisis to what degree does this exacerbate that because of perhaps blockades of Ukrainian ports. Both Russia and Belarus are major exporters of fertilizers and Belarus actually already declared for some major on its fertilizer exports last week before any of these things went wrong. Nickel is a really interesting one to watch because nickels crucial to making stainless steel appliances it's crucial to batteries and all the Teslas that everybody wants to drive around Russia's a top exporter of that. Energy is obviously a big one and where we've been exposed as well whether it's oil natural gas coal kind