Good afternoon, folks, and welcome to the real Vision Daily briefing. I'm at Lesley,

no last in sending to you live Tuesday, the 1st of November. Today, we're going to ask the

question whether it's time to sort of play the Chinese reopening game. And yesterday, we hosted

the Green Chicken Mr. Bloomberg for a chat on the underlying logistics behind the energy markets.

But today, I'm happy to be joined by Tony Greer, one of the best risk takers I know in

energy space. So let's move the discussion to a price action in energy space. Shall we? Tony,

it's good to see you again. Andreas, you're too kind. My man, you're too kind. What's happening

in the markets today? Well, it's been crazy again. At least we've had a lot of headlines,

both from the Biden administration, but also from the Middle East. And I basically wanted to get your

take on a few of the most important headlines over the past 24 hours here. First of all,

we've seen the Biden administration warning oil companies of a so-called windfall tax.

Is that something that's on your radar when you are assessing whether it's

would be long ended or not? Yeah, it's definitely going to be on my radar, Andreas. You know,

we have to keep an eye out on how the markets react to headlines that come out like that.

You know, today, Biden issued that statement right into a set of really strong earnings at

a refineries that we may as well start with that point while we're there. If it's all right,

Andreas, I mean, you know, the Biden administration makes that statement about windfall profits

in the energy industry. Not really understanding that's the market that sets the clearing price

for gasoline and diesel fuel and everything else. So it just demonstrates the further

misunderstanding of the markets by the Biden administration, but it also leaves them with

a lever to pull, right? And quite honestly, if he does, you know, place a new windfall

tax or something like it on these companies that it probably would be initial short-term Black

...