The Cap Allocation Cycle in Oil

There hasn't been as much Growth in supply over the past 10 years Uh, whether that's esg or a change in capital allocation. High prices cure high prices if oil were to go but sir of course there's going to be supply that comes on board because that's just the nature of supply and demand um But yeah It reminds me a lot of like the home building industry and homes in general in the United States over the past10 years Yeah, well since covid at least homes and autos haven't changed very much.