THE ONLY WAY IS UP., page-25

I can see the bearish narrative on POO short term rolling out . But then as demonstrated in 2020 all these drops in consumption are not permanent…what is permanent instead is the chronic lack of capex spend which inevitably will create a supply shortage especially on the gas side. Last LNG train in OZ was inpex sanctioned in 2011…we have pretty much a 10 years black out…in 10 years what is the world population growth…how many coal PP been shut down…renewables growing but can’t offset yet the drop from coal, it’s going to be a significant shortage at some point. One option could be to sell and then pick the bottom, how easy is that to achieve ?