Tracy Alloway

And if you're east at the moment, you have energy problems because of the situation in the Strait of Hormuz.

And if you're to the west, maybe...

the pressures aren't quite as acute just yet.

And one of the things we keep hearing from the Trump administration is, well, we have a lot of oil here in the U.S.

We are hashtag blessed in carbons and molecules and all of that.

When would you expect or would you expect at all the pressures from the Middle East to start really filtering into the Western part of the world?

We're all full up on crazy.

Yeah.

So one of the reasons we wanted to speak to you is because you are in Singapore, and in Singapore you can literally see the tankers sitting out there in the Strait of Malacca.

But talk to us about the general vibes in the city as a big hub of oil trading.

Is China the natural alternative in that scenario?

I mean, we already talked about some shipments from China going to places like the Philippines.

Are we seeing the emergence of that sort of energy diplomacy?

All right, you want to leave it there?

I think that's a good place.

Absolutely.

And it's really interesting what Alex was saying about just the EV dealerships.

Right?

Like, you can see some of this starting to happen, and, like, the alternative so far is not –

you know, turning to US gas.