Saagar Enjeti

This is why part of me is like, why is that we shouldn't be too declarative?

It's because all of this is about to become real obvious to NATO, to Japan, to South Korea, to the Gulf.

Saudi.

I mean, MBS and MBZ are going to be on the phone today, right?

Being like, listen, man.

This is a, this is, you can't, you can't let, leave us hanging like this.

And that's why every single report out of the Gulf is they're like, finish the job, finish the job.

We can't live this way.

So now what, so when Trump tells the UK and Japan and South Korea to go get your own oil, they're like, oh, we'll get it.

All right.

But we're going to pay the Iranian hostage toll, whatever they want.

What are they gonna say?

I mean, what's America gonna say?

They're gonna be like, oh, well, you can't do that because X, Y, and Z. And now, this is why this is like empire ending, in a way, is the Japanese are gonna be like, okay,

our security guarantor, or 90% of our oil, what do we do?

What choice would you make?

I mean, this is when your actual back is up against the wall.

100% of Pakistani LNG comes from Qatar.

They don't have a choice, right?

It's literally existential.