Andrew England

And then will his detention drift somewhere else?

And then you kind of have these protracted nuclear talks that don't really deliver.

And the region remains not at war, but it remains in a kind of a volatile, festering, simmering state.

Because...

In this short-term deal, it doesn't even talk about the missiles which they've used to attack Israel and the Gulf states.

That's not even being addressed.

Or the regional proxies that Iran supports.

So there's a lot of things that are being left until the last minute.

It's a bit like the Gaza deal.

So that was launched with much fanfare in October last year, and it's never got out of phase one.

I think there's a couple of things just to start.

One, you know, oil prices are still far higher than they were in the beginning of the war.

And I think one of the scary things is that what we're seeing today is almost being normalized.

So you've had, you know, for the last...

48 hours, you've had strikes between Iran and America, the US, and no one's jumping up and down about it.

That's kind of scary.

And then before that, you had strikes between Israel and Iran, which again, hadn't happened, direct strikes before 2024.

So that's...

And there's also the question of just even if the war stops today, how long will it take to get everything back online?

You know, if you've had wells in Iraq that have been mothballed, how much damage has been done?