joining me is helima croft.ma, let me ask you, we know the reports of the decision to increase production right now. i want to ask a broader question. we are looking at the new accident administration coming in. do they want opec to increase production? does he want to see production increased by opec? >> president trump wants lower oil prices. a number ofnior officials have talked about it. the question is is that good for u.s. producers running on drill, baby, drill. these companies don't want to drill themselves out of the business. the question is what the equilibrium price that works for businesses and consumers? >> do you believe the reports are correct that they delay the planned hike? >> our view is they once again taper, basically put on pause to bring back the barrels. the collective opec cut, frank, runs through year end 2025. what we're talking about is a voluntary cut by eight producers. they started to phase in the reduction slowly. our he can expectation with thes and sanctions and demand outlook,