It definately sounds like Mark (i would be very suprised if it turns out to be Lewis), but it was a reaction to Julio's post.
This recordings that Lewis talks, I would say, because I had problems understanding what he says, are after that demo that we have from "Rocks and Water" with MK playing the lead, which is from early 2020, if I understood it Lewis got to record prior to the Chichester shows in 2022.
The Chichester show had a totally new song (A barrel of oil) and two totally rewritten songs musically (Big Mac and Gordon, Numbers), according to Daniel Evans, it was him who asked MK for that changes so, maybe Lewis recorded just that songs as the rest were already demoed? Strange any way that MK didn't record his parts himself.