We will start with an apology to those of you that prefer the written notes but with the Super Vol nature of this tariff trade war and the dramatic market moves, we are going to do another short video. We tried our best to avoid “hot takes” and stick with how to think about what it means for the Energy sector over the long run—i.e., the “long takes.” For companies and investors that are not trying to day trade this crazy market, there are some fundamental questions about how to think about the macro, CAPEX, M&A, and what to do with so much uncertainty.
