I was listening to an analyst and they mentioned that due to the Russian-Ukraine war the international community froze Russian assets including US treasuries. Due to this countries started to go away from treasuries and went into gold. They could still convert gold to buy commodities. Now the Iran war has highlighted that you can't just turn gold into commodities if they are unavailable. For instance 20% of LNG goes through strait of Hormuz. 85% of that goes to Asian countries. Do you think gold will start to drop faster and see investment into commodity storage? He also believed that more coal will be burned due to some countries will have no choice because they want to keep their electricity on.