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I have been listening to the people on the ground and in the boardrooms that are moving toward production and expansion with forward sales years ahead. Be interesting to see where the MS analysts did their crystal ball prophesying regarding future supply/demand imbalances. Nevertheless they have their unquestioning followers and there is a chance they could jag the imbalance correctly. If not I doubt anyone will remember the report and it won't make any difference except to the MS followers that exited. Anyone can forecast anything without a track record of accuracy these days.