Commodity Markets - What Are They Not Seeing?

In the short term, not a lot you can do to bring on more supply or get people to curtail demand. And we're seeing that happen even before the restriction on russian flows into europe. Energy is actually the ultimate currency. The currencies we're familiar with, the ura, the dollar, tn, they are just sort of overlaying our energy transactions in hopes of making them more efficient. That's the way you need to think about the world.