would be amazing for PLS holders (which I am) but we are already targeting 1 mil in the nearish term which the article highlights.
Doubling that will hardly make a dent into the global supply requirements by 2030-2034.
I have no doubt there will be plenty to go around by then, IF companies are able to survive this winter without making irreparable damage.
The unfortunate truth to cyclicals, especially newer markets, companies tend to need to die to spend the next upturn.
CXO has had the boots laid into it, SYA is about to go onto ice and I dare say it won't be able to survive too many more CRs.
There are also plenty of companies are ATLs or near that will need a raise in the next few quarters.
Blood will be in the water in the next year.
would be amazing for PLS holders (which I am) but we are already...
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