It is an interesting article. If totally reliable,it makes you...

It is an interesting article. If totally reliable,it makes you wonder why the market is currently valuing some of the explorers (like SYR $430 Mil MC) and others so highly if there is limited room in the demand queue? As posters have said all along, we have a first to market advantage with the rest trailing 12-24 months behind. Who knows how quickly demand will change in 2 years. Larger end users may also think strategically 10-20 years out and lock in quality suppliers or even buy them out.
fc