Robin Brooks

You could be looking at a return of a very negative theme that we had from back in the 1970s, which is the so-called stagflation, a perfect storm of lower economic activity and higher general prices.

You could be looking at a return of a very negative theme that we had from back in the 1970s, which is the so-called stagflation, a perfect storm of lower economic activity and higher general prices.

However, we have been effectively operating our LNG export capacity at as close to full as possible.

However, we have been effectively operating our LNG export capacity at as close to full as possible.

We simply cannot export any more.

We simply cannot export any more.

Right now, that cap on capacity basically acts like a wall between the international marketplace and the U.S.

Right now, that cap on capacity basically acts like a wall between the international marketplace and the U.S.

marketplace.

marketplace.

Helium has a number of unique physical properties that make it indispensable for semiconductor chip manufacturing, which is the largest application for helium.

Helium has a number of unique physical properties that make it indispensable for semiconductor chip manufacturing, which is the largest application for helium.

Those first few months before the supply chain gets reconfigured are going to be challenging, and everybody is going to be subject to either price surcharges or price increases.

Those first few months before the supply chain gets reconfigured are going to be challenging, and everybody is going to be subject to either price surcharges or price increases.

Think about the amount of labor hours it takes to go and change the labels with stickers.

Think about the amount of labor hours it takes to go and change the labels with stickers.

It could, you know, light up in a different color or flash or something, and it would notify employees that they need to be restocking this particular item or that particular item.

It could, you know, light up in a different color or flash or something, and it would notify employees that they need to be restocking this particular item or that particular item.

And as a result, those costs are going to go up.

And as a result, those costs are going to go up.