They were talking about Exxon Valdez, and that there was going to be a glut of oil tankers because of the insurance industries. And that those oil tankers needed to be decommissioned, and 2004 was going to be the pinnacle.
Estaban hablando de Exxon Valdez, y de que iba a haber un exceso de petroleros debido a la industria de seguros. y que muchos de esos petroleros iban a ser desmantelados y que 2004 sería el momento cumbre.