RE:TRANSITION TO A LOWER CARBON ECONOMY “CANNOT BE STOPPED”I agree all the points if the economy is at the beginning of a booming cycle. Commodities usually fall off the cliff during the second half of high inflation/recession cycle. This is what we are now and it is very close to what happen to the 2008 commodities cycle when DNT went dormant for a decade. We have to watch the economy carefully. Fed may kill the inflation with high interest rate alone with the economy.