was only probably around 200, you know, 250,000 barrels a day. It was going to be annoying for oil bulls, but it wasn't going to be this existential drag on the system. I ran those numbers this year for this piece. We're talking about upwards of 6 plus 100,000 barrels a day of demand displacement this year, and it's still accelerating. So, even if I do not I still firmly do not believe that China can do without this volume of oil through this crisis, but give it 3, 4 years, and this will actually become a permanent component of
It was going to be annoying for oil bulls, but it wasn't going to be this existential drag on the system.