Well put MS, hindsight can be a tough pill to digest.
Because it isn't here yet, I find that many peeps do not adequately respect the demand side of the equation. Yes, the transition can only grow as fast as the supply chain capacity, and all that jive. However, those supply constraints confirm the demand, thus a sustainable high price environment is here, where supply will be chasing demand for this decade, particular for the next 3 years.
It's no secret that producers will benefit hugely over the next 3 to 4 years, which will only strengthen their capabilities and market share over that period, so sp's could land anywhere....
Citi- SELL rating on PL$, page-148
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