Krystal Ball

Are we going to wait a little bit longer and see if this thing really comes to fruition, see how this all completely shakes out?

With regard to traffic in the Strait of Hormuz, we can go ahead and put D4 up on the screen here as well, because you can see that we are still a long way from getting back to the normal level of traffic

within the Strait.

This tweet says, claims about hormones reopening are exactly why we built this.

If ships start moving through the Strait with AIS transporters on, you'll see it in the index updated every 30 minutes.

So this will certainly be something to pay attention to as we see how companies

read the political dynamics and how certain they are that this deal is going to come through and it's going to ultimately be solid.

The other thing I was looking at this morning, Sagar, is some aspects of the energy market are likely not to go back to normal ever, because I think just like there were a lot of learnings from Ukraine and Russia,

There was a big realization here, certainly in other places as well, that as long as you are reliant on global energy markets, your whole economy can be held hostage, right?

You are truly at risk.

And so during the course of this war, there was a massive increase in

in demand for Chinese solar panels and for EV cars.

That technology has really come of age now where it can be a reliable and affordable alternative, both at sort of the nationwide level and also at the individual consumer level.

And so countries that have started to shift in that direction are not likely to shift back because they don't want to find themselves in this situation

again.

And the technology has advanced even in just, you know, the several years since the Ukraine war began to make it a much more feasible alternative.

So I guess thank you to Trump for helping to speed up the renewable energy transition.

We appreciate your service, sir.

Or that the chargers are broken.

I mean, the only reason our domestic car producers are competitive in the EV market at all is because we cannot buy BYD.