When we're all talking about the next investment super-cycle* and how it will be the mother-of-all-cycles making the last (China fueled) cycle look like kids play.
* You know: energy transition, coupled with a reluctant acknowledgement that we can't magically abandon fossil-fuels in the foreseeable compounded by many years of underinvestment in FF capacity, coupled with FF adjusting supply chains due to invasion of Ukraine etc etc.
Ann: 1HFY23 Investor Presentation, page-11
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