Daniel Yergin

Again, supply chains.

back on the table in a different version.

But of course, the question there is, what does it do to jobs?

What does it do to efficiency?

And I think every CEO was talking about how we're applying AI in all these different cases in our companies.

And probably there's the same anxiety about jobs there, what the future of work will be that you see generally reflected and we'll probably hear more about as we go into the November midterm elections.

I believe that's the movie script that you're working on right now.

I think I see your movie where the robots go down there and they're reproducing themselves.

Yeah, yeah.

They've got to get that copper so they can make more robots.

Yeah.

I think there's one other thing that's important to talk about, which is, you know, assuming that we are going to go into a stabilization and a more ceasefire, et cetera, how long does it take to actually recover from this?

And I think this goes back, Tracy, to your comments about inflation.

This is not something that's solved overnight.

And at least it will take probably, if peace breaks out, maybe a couple of months before the oil markets are back in position.

Because remember, the last tankers had already left and had docked from before the war.

Inventories have been run down.

And that captains have to be sure and their crews have to be willing to go through that.

the Gulf.

And so it's a couple of months before the oil market starts to get back into balance.