The Future of Energy Markets

The market's just not as tight and as red hot as it was when we were dealing with the earlier days of the Russia response to the NATO invasion of Ukraine. So at least we've got the market at levels where it's comfortable trading these prices. The problem is the narrative is strong enough to keep a lid on it right now. You know, there's enough fear of demand destruction and enough fear of extra capacity that if you've got a short on that's working, let them have it on every rally still. I feel like that's what we're fighting in the energy markets right now.