Rob Thummel and Ben Cook discuss the energy market's outlook following a tentative U.S.-Iran memorandum of understanding. Ben says there are reasons for concern over hiccups associated with future discussion and supplies will continue to be a challenge. Rob talks about the outlook for crude oil and what could result in higher oil prices. They point out that even with a full reopening of the Strait of Hormuz, it could still take several months until we get to a full restoration of transit activity.