Jon Quast

So we have both the timeline of the immediate, when will this conflict end, and the timeline of the looking forward, when are we back to normal?

Those are separate things.

We can't just say, all right, if the conflict ends next week, we're back to normal next week.

In the case of the LNG assets, what did they say?

Three to five years.

Right.

before we're back to normal.

And that assumes no more destruction, which I don't know if we can assume that.

The longer we're in the destruction phase,

the more that timeline exponentially goes out on the rebuilding phase.

I don't think we can look in terms of months here.

I think we are already at a point where we are looking as a matter of years before things are back to normal.

And that's really depressing.

I don't think I have to say that, but that really creates challenges for the global economy.

Yes, supply chain does get really complicated very quickly.

I heard one person talk about this like this.

There could be a supply issue, and that's kind of an easy thing, but we're actually dealing with a supply chain issue, and that's where it gets complicated.

a whole lot more complicated very quickly.

Take OPEC, for example.

It regularly changes the supply of oil on the market.