Kai Risdahl

I mean, I know you got thoughts and I appreciate them and I will be excited to hear them.

But I am optimistic at this point.

Stephanie Silverman.

She runs a Belcourt Theater in Nashville.

Stephanie, thanks a lot.

It's really good to talk.

This next story, I'm just telling you in advance, is really going to set some people on edge.

Fitch and Moody's, two of the big ratings agencies, were out with new judgments on the oil and gas sector this week.

If you think about it, you can probably see where this is going.

The oil shock from the president's war with Iran has Fitch upgrading oil and gas to improving from neutral because of high oil prices.

Moody's kept its positive outlook and said corporate earnings in that sector are going to be even higher.

Marketplace's Elizabeth Troval has more now on big oil balance sheets.

I want to take you all back to a much different time and space.

Think Bad Bunny's Super Bowl performance and the Winter Olympics, February 2026.

Back then, oil companies weren't exactly in a celebratory mood.

That's Andrew O'Connor with Morningstar DBRS.

But instead of languishing, the war in Iran changed oil and gas markets overnight.

And it wasn't a one or two week blip either.

The now months long crisis has meant substantially different outlooks for companies.

Dan Pickering is with Pickering Energy Partners.