@griffitha It's way way more, you have to net out the fact that 30-50k extra people also put extra costs on the state versus just one person. The govt spend per capita means you need income tax receipts from earners way above AVG to make up net contributions lost from a single payer
@ira_joseph@ColumbiaUEnergy Yes the switching to coal and import of sanctioned LNG clear trend and definitely absorbs some of the Qatar supply shock - just nowhere near 44%. The real test will be Q3 Asia seasonal demand and the inverted European seasonal spreads bite.