@RobinBrooksIIF Ditto. KUDOS to @Brad_Setser for calling this and hammering on the message.
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by
If underinvestment is one of the factors constricting supply of commodities/energy right now. The price collapse of 2014 is by far the most plausible explanation.