Ed Elson

I have been reading about what is happening to prices, specifically diesel prices.

I've been seeing what's happening to diesel prices and fuel.

And I've been seeing that this is just exploding prices for all forms of freight, basically anything that ships anything.

I'd just be interested to hear what you're seeing on the ground right now.

So we've got oil prices going up, which means that it's more expensive to fuel all of these vessels and all of these aircraft carriers, basically anything that carries anything.

We've got the fact that it's almost impossible for any of these ships to go through the Strait of Hormuz.

And now you're also pointing out that we've got these issues at the Red Sea.

So...

Multiple different issues here.

How difficult is it right now to be in the supply chain business compared to other times in history?

I think, for example, maybe COVID as an example, where it was obviously like a real supply chain problem.

Like, how bad is it out there?

Ultimately, that energy story is going to affect people like you, right?

I mean, if it's more expensive to get the fuel to put the fuel in the ship or to put the fuel in the aircraft to go somewhere, is that not also an issue on your end or is it less of an issue?

Yeah, give us a sense of how this could trickle down to the consumer, because it seems like all that we're really seeing right now, if you're paying for gas at the pump,

you're immediately feeling this right now.

You're immediately seeing how this is impacting your life.

But I think the thing that is probably less understood is how the disruptions in the supply chain could also affect your life in some way.

It could translate to price increases in I don't know what.

So...