jett mccandless, founder and ceo of project44.a situation h aving ripple effects on oil and angola leaving opec. we want to bring in julia fanzeres. you have those two stories and you also have the u.s. production story. so many moving parts in the market right now. julia: there really are. what is pushing markets a little bit higher is you have disruptions in the red sea. markets are lower today for two reasons. we saw a record u.s. production yesterday and the eia report. two, we saw angola leave opec. there might be more production coming out of angola and coming into the markets. earlier this year we saw that angola was upset with the production cuts that opec had because saudi arabia wants to keep prices higher, around $100 a barrel. other countries are happier with $60 to $70 a barrel. that is why prices are going over. you have the heightened u.s. production but also the potential for more supply coming in from angola. vonnie: angola is tiny in comparison to other countries. it's truly important but where will it sell to no