We're not on the beach the tsunami is heading for. Asia is in line for a direct hit with Europe second. US and Russia benefit from immediate oil exports with Saudi Aramco, ExxonMobil, Shell, Chevron and Gazprom leading the way. Gulf states will see their importance diminish and along with them the significance of subsidized ME3 air carriers.

Europe is taking measures to stabilize availability of jet fuel. If European or Asian air travel pulls back, it gives DL breathing room to avoid what was set to be our most epic summer failure this century. A drawdown in travel may actually help us salvage our precious NPS scores.

My positive mood may be impacted by spending the day outside on a TX ranch roaming between 6 BBQ pits tasting brisket, ribs, chicken and beans while deciding where to cast my votes for peoples choice. Not one word about oil and gas (rare for a weekend in TX), but lots of conversation around smoke ring, pit temps, airflow and char. I believe "touching grass" is the term. There is no point wasting time online filtering through doom and gloom clickbait. The energy situation gets sorted well outside of where anyone on APC has influence. Watch the tsunami from a distance and give up on publicly convincing yourself that you are right.