The First Half of 2023 in the Energy Markets

Arjun Sethi: David, it was so great to have you here to kick off the year, kick off 2023 with us in January. And now we're midway through the year and I'm really thrilled that you could pop back in with us to talk about how the year's been unfolding and where we might be heading next. Why don't we start there Arjun? How would you characterize the first half of 2023 in the energy markets and how does it look through the lens of your supervault thesis that we talked about back in January?Yeah, thanks David. I think that Supervault thesis is sort of the place to start and I might take it back sort of