Supply Chains Are a Group of Competitors

supply chains are astonishingly idiosyncratic. And working at it at the aggregate level almost always gives you useless information. The administrationll learn this with natural gas, where they genuinely wanted to increase natural gas exports to europe for the for the natoe efforts in the ukrane conflict. I didn't realize thereis all that going on behind the scenes. There's a whole industry structure there that i think has been ignored because it's convenient to deal with the stuff of you're in government.