Vivek Dhar
speaker
209 appearances
2 recordings
1 series
first heard Apr 2026
last heard 20 May
Vivek Dhar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
And we kind of have to have those prices reflect that.
And the longer this goes on,
the quicker we're going to have to get to those price points.
And so that's how we're seeing it.
Our base case is that we will get a deal by May, hopefully.
That's our view.
That's our base case.
But the risk is clearly that it'll be delayed.
And so the risk is we'll see these prices eventuate to cause that damage.
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