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“Um what strikes me most of all this morning is the stark disparity between at face value the risks that are facing global energy security because of this war in the M East Gulf and apparently the expectations of both the Trump administration and a lot of market participants traders that seem to be so far pretty sanguin about the risk of a major supply disruption even in the face as you said uh from earlier today and overnight some of the biggest uh energy export facilities in the world have come under fire now.”

“Increasingly, they're competing against AI systems. I hope that sounds familiar.”