They have put it on youtube in the past.
Unfortunately there was some technical difficulties and his presentation was cut very short. So wasn't too much to see beyond what I posted.
He didn't give any detail on the international forward order book. Would have been good to ask, there was a Q&A session but unfortunately, he got cut off before anyone could ask anything.
CRN gave a presentation before which was pretty good as well.
$10 thread, page-851
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