Maybe he is or maybe not. But like me he may research and read from organisations like Benchmark, MacKenzie Wood and Roskills. If you do not know who they are may I suggest you read the LTR DFS, Roskills did their forecasting.Attached is pic with some MacKenzie Wood prohetizing, if unsure look at the rightside chart.
MinResA.pdf
Look at those and happy to discuss the merit of these organisations v your opinions (I would love to see some facts supporting your stand/ belief).
Ann: Offtake Update, page-211
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