Saagar Enjeti

Only 50% goes to China.

The rest of them are extremely critical U.S.

allies.

LNG, which is heavily reliant, Europe is, after the Russian invasion of Ukraine.

Oh, well, sorry, 70% of Qatar's Rassel Afan gasp.

That's gone.

It just evaporated for the next four to five years.

Good luck paying for it, though, by the way.

So what this means is that the U.S.

came in here, didn't even military accomplish its objectives, basically got all of our bases destroyed and or hit.

We lost all these strategic aircraft.

We humiliated ourselves, really.

in terms of what people expected the United States to be able to do.

Now we could finish the job with ground troops, we decided we don't wanna do that.

And we tell the Europeans and the Asians, go get your own oil.

So what's more likely, Crystal, that the UK and the EU and Japan and South Korea are gonna form a coalition of the unwilling and go and militarily take the Straits of Hormuz,

Or Tehran is gonna be like, pay up, let's go.

And by the way, no more dollars.

You're gonna denominate it in won.

Any US flagship, you're never coming through here.