Printing money and M&AOSB panels at $405 USD are exceeding the analyst price expectations by nearly 30%.
This truely is "higher for longer".
We may even see a special dividend issused as they can only invest so much capital into PPE. E.g. Peter and Co will not flood the market with new capacity.
Hopefully someone stops the mom and pop small timers who are economic illiterates however -- my money is the jilted suitor for Ainsworth steps up and takes some punks out to help exert supplier discipline.