David Keat

So we've reached a new equilibrium, if you like, over the last few weeks.

We've got a price around $110-ish a barrel and product prices extraordinarily high.

And this is an equilibrium, if you like.

It'll change if the war escalates a lot more or the refineries can't supply for whatever reason.

It could be they have a problem themselves or there's a hurricane in the

South China Sea area, or there's some kind of other disruption to the supply chain.

But at the moment, we're in a kind of an equilibrium.

Corpus Christi is doing business like they've never done before in America.