Jason Hall

And that means that

that could be beneficial for companies like Chenier and others.

Now, the other thing too, I think maybe one of the long tail impacts is we could see domestic energy costs start to move higher if we do see more natural gas leave the US.

Because generally it's just like a locally traded commodity that the price goes up and down based on weather.

Like when it's really cold, the prices go up.

When it's really hot, the prices go up because the energy demands.

But we're starting to see like the fingers of macro global policy start to affect gas prices.

John, there's so much of the focus right now is on what happens in weeks to months out.

But I think we're already in a situation where global commodities flows are going to be disrupted to some degree for years.

There are reports of significant infrastructure damage in Qatar, for example, and in parts of Iran and Qatar that are kind of across some of the same areas.

And we're at a point now with, we could see a escalation of military action again.

And if that happens, those hard assets that produce, store, and move energy out of this part of the world, they took decades to build.

It could take years and billions of dollars to repair them.

So that ties a lot to what Rachel was saying.

But I think the thing that I'm really most interested about

as an investor looking out in the future is there are always, I mean, the law of unintended consequences is a real thing.

So I'm really curious, what is the thing that happens as a result of this war that none of us predicted or even really expected?

My deepest hope, guys, is that it's something disruptive and positive for humanity.

John, asking me to discuss anything quickly is a challenge in and of itself, but I'll do my best here.

So the IPO process, a company and its investment bank partners, they go around and meet with potential IPO investors and underwriters.