EXCERPT:
DIMON: "Well, I think we’re getting energy completely wrong, which is, you know, ever since the war started, we've known that Europe is going to have a problem and that it was pretty predictable that Putin was going to cut off some gas and certain oil and oil prices go up. And by the way, for the climate folks here, it’s made the climate worse, because people had this bad assumption that high oil prices and gas prices reduce consumption, reduce CO2. No. Poor nations, India, China, Indonesia, Philippines, Vietnam, are turning back on coal plants, as are rich nations called Germany, Netherlands, France. We have it completely backwards. In my view, America should have been pumping more oil and gas and it should have been supported. You know, we're trying to have our cake and eat it too a little bit, and so you have the — you have the problem this winter, which it sounds like they’ve got enough supply to get through this winter, but we have a longer term problem now, which is the world’s not producing enough oil and gas to reduce coal, make the transition, create security for people. So, I would put it in a critical category.”