Or it could face blackouts. she s the managing director and head of global commodities at rbc capital markets. she also sits on the united states national petroleum council, which advises the american government on its oil and gas strategy. helima croft, a real pleasure having you back on the show. and helima, let me start with this, the big picture. are europe and north america in a better or worse position than last year. i mean, last year, we were worried about a winter of discontent. i mean, remember we were deeply concerned about russia weaponizing energy. we were concerned that europe would have to choose between heating and eating. and a funny thing happened europe got through winter well. the weather really helped. and so, europe was able to build storage, a number of energy efficiency measures were put in place across europe, but europe got through winter. so what everybody feared