The End of the World As We Know It
The Active Share
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Is It More of a Security of Supply or Security of Transport?
Is it more of a security of supply? I don't want to integrate as much, or is it more? I can't integrate as much because it just isn't safe. We've already seen the French, the Greeks and the Brits start to confiscate vessels for Russian sanctions. Shanghai's bent was locked down for all of April, all of May. Reopened on June 1, it's in the process of closing down again. And that means we have to rebuild the supply chains. But most of all, you've got this disconnect between supply and consumption.
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