@ barwood stated “I wrote it because it needed more context because the capital factor in that sense is more ‘IRA product’ related. I meant more in the sense of what the IRA represents, in general in terms of a shift towards vertical integration globally”
?? the capital factor is more IRA product related … in terms of a shift toward vertical integration globally??
So replacing <<capital factor>> in your previous post with that <<IRA product related vertical integration>> makes
“… new refineries outside of China equals new <<IRA product related vertical integration>> any way you look at it so an increase in price is inevitable.”
I’m still having some problem with your logic.
Do I need a LKE decoder ring?
@ barwood stated “I wrote it because it needed more context...
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