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.

Will the G7 security arrangements in Germany be disrupted by the sighting of a brown bear? twitter.com/georg_ismar/st…

@RonRice_ @andynortondev Fair point … about Taiwan … (and Biden) … I think we may need another sheet of paper for this …