No, it's not ridiculous...
After watching SO4 die a horrible death, the risk of plant and ponds either causing serious material delays or requiring an overhaul is very very real.
Sitting, again, at multi-year lows on SP - down over 50% from just a few months ago is also very real.
What is truly ridiculous is you coming here to tell us that the reality of where we currently sit is fear mongering.
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