The Oversupply of Nakas in the UKraine War

This time of year usually the driver this time of year in nakas is what's going on with the weather, right? That's the big driver as well as maybe some shipping logistical hurdles with lng These days for better part of the last year much of the nakas conversation has been dominated By everything going on in ukraine. But our listeners want to know these days. What do you think the split is jim? I'd say it's probably 80 oversupply in weather. We have like as i mentioned before record war in winter Not only here, but also in europe we have some of the natural gas pipelines the lng export facilities at free free parts