Good morning! First things first: I inaccurately characterized a poll in yesterday's edition. The updated item is here.

Situational awareness: "Volkswagen AG aims to produce almost 50 percent more electric cars than it previously targeted, boosting a bet that has already strained profit margins," Bloomberg reports.

I'm in Texas all week for a big energy conference, so for a few days the intro tunes will come from the best movie ever set in the state: "Dazed and Confused." Let's get going...