Spot on Zappa, I'm thinking the relatively fixed global...

Spot on Zappa, I'm thinking the relatively fixed global supply obviously controls the demand levels and application, especially in steel. A more stable and wider global supply will encourage increased use. The question is the impact on price. In my personal opinion I'm feeling it is going to be relatively price inelastic. In a use case such as steel which could easily absorb any increase in production with broader implementation, more supply will simply promote wider production of a lighter stronger steel that will have a price premium attached to it due to its benefits at per unit relatively small incremental cost to produce.

All IMO and not financial advice.