I think these problems have shifted gears a little bit from a really acute pinch point,

which is, oh, my goodness, are we going to have enough gas to make it through the winter,

to now the larger structural problems?

So we're extremely bullish because the other thing that's happened, of course,

is that the stocks have all sold off dramatically and gas prices have sold off dramatically.

So, you know, if gas prices had stayed high and were looking through all this,

you might want to trim them a little bit and say to yourself, well, you know, more things

have to happen over the next couple of years, but they've now sold off so dramatically that they're pricing in like two and three

dollar gas in many cases.

Some cases, you know, they're even cheap on $3 gas strips.

And so I think you're being amply, amply rewarded for those trends that are going to come out.

But we've removed the immediacy.

That much is true.

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