hit the economy from the fallout from ukraine's war. >> i wanted you to join us because obviously gas prices matter. you are our commodities expert. oil companies. they are recording record profits, and what do we need oil companies to do, drill more. why aren't they? >> -- >> i think you muted yourself. >> in terms of oil companies, yes, we have oil companies reporting record profits. the issue is of course, will they drill more. oil companies have been under -- >> halima, you muted yourself again. >> they are facing cost inflation, labor issues. so even if they put more rigs to work, we are not likely to see additional barrels of oil