Has anybody factored in Covid variantIts the transmissibility that might produce a wave after holidays causing key members and workers to be off ill or having to isolate..Supply side further disruption .This is not about dying but strain due to hospitalization and even,more so volume of people sick or in contact.This coupled with Christmas and New Years and transmissibility. makes for a blizzard chaos worldwide
The effects and general market and FED.actions.
During bottom of Covid crash crisis i bought a Jr Explorer with 30million cash,,no debt,,first class management at 75% and a 4 million oz deposit .Back then it looked like producers would suffer the most with suspensions. and Us granted essential business..