RE:RE:RE:RE:RE:RE:RE:RE:My Suggested 3-Year PlanProduction increases may be one thing but building a new plant or even upgrading may be a multi year deal.
The reason being supplies of certain pieces of equipment are zero or less for the foreseeable future.
So unless you can buy used, or another company with a plant, upgrade it quality wise, or move it I just don't see this happening.
This may be one of the biggest reasons outside manpower requirements that increased production may be muted.
On the other side of the coin, will demand subside and give way to other forms of energy usage? If oil is UP, if coal is UP, if NG is UP some, in NA, no where near other places then the options bounce around.
This will certainly be an interesting winter and by Mar 31st next year we will have a better picture on most companies and how their debt picture looks, production levels, cost levels all pan out.
And then there is the edge of the coin, TAKEOVERS. Will any happen at all other than very small ones or side by side mergers. Personally when I pick a pony unless there are other good ones reasonably priced I hate switching when I was at least looking at the long term picture.